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 | $73,522 | $159,901-54.0% | $146,958-50.0% | $145,922-49.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.16% | 98.13%-91.0pp | 418.34%-411.2pp | 561.29%-554.1pp |
| Employer contribution / active EE | $1,919 | $5,286-63.7% | $4,933-61.1% | $4,660-58.8% |
| Participant deferral / active EE | $5,677 | $8,428-32.6% | $8,070-29.6% | $6,688-15.1% |
| Admin fee / account holder | $363 | $15,044-97.6% | $12,998-97.2% | $13,397-97.3% |