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 | $79,886 | $159,901-50.0% | $146,958-45.6% | $145,922-45.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.20% | 98.13%-90.9pp | 418.34%-411.1pp | 561.29%-554.1pp |
| Employer contribution / active EE | $2,154 | $5,286-59.3% | $4,933-56.3% | $4,660-53.8% |
| Participant deferral / active EE | $3,640 | $8,428-56.8% | $8,070-54.9% | $6,688-45.6% |
| Admin fee / account holder | $2,215 | $15,044-85.3% | $12,998-83.0% | $13,397-83.5% |