See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,370 | $202,318-54.3% | $172,739-46.5% | $152,861-39.6% |
| Participation rate | 93.8% | 87.1%+6.7pp | 82.6%+11.1pp | 82.4%+11.3pp |
| Annual return | 9.68% | 1029.65%-1020.0pp | 802.84%-793.2pp | 345.32%-335.6pp |
| Employer contribution / active EE | $4,774 | $5,856-18.5% | $5,143-7.2% | $4,762+0.2% |
| Participant deferral / active EE | $3,959 | $5,948-33.4% | $5,198-23.8% | $5,850-32.3% |
| Admin fee / account holder | $773 | $17,109-95.5% | $13,954-94.5% | $11,596-93.3% |