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 | $30,260 | $159,901-81.1% | $146,958-79.4% | $145,922-79.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.67% | 98.13%-89.5pp | 418.34%-409.7pp | 561.29%-552.6pp |
| Employer contribution / active EE | $4,380 | $5,286-17.1% | $4,933-11.2% | $4,660-6.0% |
| Participant deferral / active EE | $12,543 | $8,428+48.8% | $8,070+55.4% | $6,688+87.6% |
| Admin fee / account holder | $49,590 | $15,044+229.6% | $12,998+281.5% | $13,397+270.2% |