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 | $54,137 | $159,901-66.1% | $146,958-63.2% | $145,922-62.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.09% | 98.13%-93.0pp | 418.34%-413.2pp | 561.29%-556.2pp |
| Employer contribution / active EE | $3,684 | $5,286-30.3% | $4,933-25.3% | $4,660-20.9% |
| Participant deferral / active EE | $10,417 | $8,428+23.6% | $8,070+29.1% | $6,688+55.8% |
| Admin fee / account holder | $76,351 | $15,044+407.5% | $12,998+487.4% | $13,397+469.9% |