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 4-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 | $22,008 | $159,602-86.2% | $150,045-85.3% | $142,382-84.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 8.63% | 70.24%-61.6pp | 62.55%-53.9pp | 217.08%-208.4pp |
| Employer contribution / active EE | $3,350 | $4,961-32.5% | $4,693-28.6% | $4,299-22.1% |
| Participant deferral / active EE | $6,537 | $8,310-21.3% | $7,997-18.3% | $6,507+0.5% |
| Admin fee / account holder | $14,747 | $14,846-0.7% | $13,435+9.8% | $12,624+16.8% |