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 | $81,075 | $114,047-28.9% | $96,139-15.7% | $167,490-51.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 4.23% | 189.88%-185.6pp | 191.94%-187.7pp | 478.56%-474.3pp |
| Employer contribution / active EE | $2,933 | $3,427-14.4% | $2,797+4.9% | $4,837-39.4% |
| Participant deferral / active EE | $3,041 | $5,194-41.4% | $4,349-30.1% | $6,341-52.0% |
| Admin fee / account holder | $662 | $6,897-90.4% | $5,537-88.0% | $12,309-94.6% |