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 8-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 | $35,007 | $159,901-78.1% | $146,958-76.2% | $145,922-76.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.46% | 98.13%-89.7pp | 418.34%-409.9pp | 561.29%-552.8pp |
| Employer contribution / active EE | $1,547 | $5,286-70.7% | $4,933-68.6% | $4,660-66.8% |
| Participant deferral / active EE | $3,094 | $8,428-63.3% | $8,070-61.7% | $6,688-53.7% |
| Admin fee / account holder | $885 | $15,044-94.1% | $12,998-93.2% | $13,397-93.4% |