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 6-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 | $61,341 | $159,934-61.6% | $147,005-58.3% | $145,959-58.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 2.26% | 98.24%-96.0pp | 418.76%-416.5pp | 561.95%-559.7pp |
| Employer contribution / active EE | $2,371 | $5,287-55.2% | $4,934-51.9% | $4,661-49.1% |
| Participant deferral / active EE | $7,203 | $8,427-14.5% | $8,070-10.7% | $6,689+7.7% |
| Admin fee / account holder | $8,867 | $15,053-41.1% | $13,006-31.8% | $13,398-33.8% |