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 8-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 | $145,937 | $159,901-8.7% | $146,958-0.7% | $145,9220% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.23% | 98.13%-88.9pp | 418.34%-409.1pp | 561.29%-552.1pp |
| Employer contribution / active EE | $2,175 | $5,286-58.9% | $4,933-55.9% | $4,660-53.3% |
| Participant deferral / active EE | $16,466 | $8,428+95.4% | $8,070+104.0% | $6,688+146.2% |
| Admin fee / account holder | $27,353 | $15,044+81.8% | $12,998+110.4% | $13,397+104.2% |