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 | $93,574 | $159,901-41.5% | $146,958-36.3% | $145,922-35.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.57% | 98.13%-89.6pp | 418.34%-409.8pp | 561.29%-552.7pp |
| Employer contribution / active EE | $3,421 | $5,286-35.3% | $4,933-30.7% | $4,660-26.6% |
| Participant deferral / active EE | $10,926 | $8,428+29.6% | $8,070+35.4% | $6,688+63.4% |
| Admin fee / account holder | $107,898 | $15,044+617.2% | $12,998+730.1% | $13,397+705.4% |