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 | $44,874 | $159,901-71.9% | $146,958-69.5% | $145,922-69.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.49% | 98.13%-90.6pp | 418.34%-410.8pp | 561.29%-553.8pp |
| Employer contribution / active EE | $1,385 | $5,286-73.8% | $4,933-71.9% | $4,660-70.3% |
| Participant deferral / active EE | $2,658 | $8,428-68.5% | $8,070-67.1% | $6,688-60.3% |
| Admin fee / account holder | $10,614 | $15,044-29.4% | $12,998-18.3% | $13,397-20.8% |