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 | $125,092 | $202,318-38.2% | $172,739-27.6% | $152,861-18.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 8.38% | 1029.65%-1021.3pp | 802.84%-794.5pp | 345.32%-336.9pp |
| Employer contribution / active EE | $5,010 | $5,856-14.4% | $5,143-2.6% | $4,762+5.2% |
| Participant deferral / active EE | $6,500 | $5,948+9.3% | $5,198+25.1% | $5,850+11.1% |
| Admin fee / account holder | $1,671 | $17,109-90.2% | $13,954-88.0% | $11,596-85.6% |