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 5-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 | $68,968 | $159,901-56.9% | $146,958-53.1% | $145,922-52.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.08% | 98.13%-93.1pp | 418.34%-413.3pp | 561.29%-556.2pp |
| Employer contribution / active EE | $8,524 | $5,286+61.2% | $4,933+72.8% | $4,660+82.9% |
| Participant deferral / active EE | $6,260 | $8,428-25.7% | $8,070-22.4% | $6,688-6.4% |
| Admin fee / account holder | $1,292 | $15,044-91.4% | $12,998-90.1% | $13,397-90.4% |