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 | $135,664 | $159,901-15.2% | $146,958-7.7% | $145,922-7.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.63% | 98.13%-93.5pp | 418.34%-413.7pp | 561.29%-556.7pp |
| Employer contribution / active EE | $35,379 | $5,286+569.3% | $4,933+617.2% | $4,660+659.3% |
| Participant deferral / active EE | $21,333 | $8,428+153.1% | $8,070+164.4% | $6,688+219.0% |
| Admin fee / account holder | $543,957 | $15,044+3515.8% | $12,998+4084.9% | $13,397+3960.3% |