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 | $69,911 | $159,901-56.3% | $146,958-52.4% | $145,922-52.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.22% | 98.13%-88.9pp | 418.34%-409.1pp | 561.29%-552.1pp |
| Employer contribution / active EE | $6,050 | $5,286+14.5% | $4,933+22.6% | $4,660+29.8% |
| Participant deferral / active EE | $16,550 | $8,428+96.4% | $8,070+105.1% | $6,688+147.5% |
| Admin fee / account holder | $20,392 | $15,044+35.5% | $12,998+56.9% | $13,397+52.2% |