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 | $102,146 | $159,901-36.1% | $146,958-30.5% | $145,922-30.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.62% | 98.13%-89.5pp | 418.34%-409.7pp | 561.29%-552.7pp |
| Employer contribution / active EE | $6,049 | $5,286+14.4% | $4,933+22.6% | $4,660+29.8% |
| Participant deferral / active EE | $20,174 | $8,428+139.4% | $8,070+150.0% | $6,688+201.7% |
| Admin fee / account holder | $588 | $15,044-96.1% | $12,998-95.5% | $13,397-95.6% |