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 9-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 | $70,655 | $159,901-55.8% | $146,958-51.9% | $145,922-51.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.43% | 98.13%-88.7pp | 418.34%-408.9pp | 561.29%-551.9pp |
| Employer contribution / active EE | $1,555 | $5,286-70.6% | $4,933-68.5% | $4,660-66.6% |
| Participant deferral / active EE | $5,860 | $8,428-30.5% | $8,070-27.4% | $6,688-12.4% |
| Admin fee / account holder | $6,412 | $15,044-57.4% | $12,998-50.7% | $13,397-52.1% |