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 7-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 | $42,851 | $159,602-73.2% | $150,045-71.4% | $142,382-69.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 10.69% | 70.24%-59.5pp | 62.55%-51.9pp | 217.08%-206.4pp |
| Employer contribution / active EE | $2,999 | $4,961-39.6% | $4,693-36.1% | $4,299-30.3% |
| Participant deferral / active EE | $4,934 | $8,310-40.6% | $7,997-38.3% | $6,507-24.2% |
| Admin fee / account holder | $12,847 | $14,846-13.5% | $13,435-4.4% | $12,624+1.8% |