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 | $88,772 | $183,963-51.7% | $162,163-45.3% | $152,861-41.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 11.62% | 150.76%-139.1pp | 115.59%-104.0pp | 345.32%-333.7pp |
| Employer contribution / active EE | $2,875 | $6,371-54.9% | $5,614-48.8% | $4,762-39.6% |
| Participant deferral / active EE | $6,762 | $8,034-15.8% | $7,298-7.4% | $5,850+15.6% |
| Admin fee / account holder | $329 | $13,121-97.5% | $10,843-97.0% | $11,596-97.2% |