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 | $106,927 | $171,865-37.8% | $149,718-28.6% | $147,584-27.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 7.66% | 2113.22%-2105.6pp | 1501.63%-1494.0pp | 578.55%-570.9pp |
| Employer contribution / active EE | $2,227 | $6,275-64.5% | $5,445-59.1% | $4,876-54.3% |
| Participant deferral / active EE | $4,761 | $7,271-34.5% | $6,569-27.5% | $5,439-12.5% |
| Admin fee / account holder | $3,121 | $13,799-77.4% | $11,283-72.3% | $10,885-71.3% |