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 | $51,580 | $217,402-76.3% | $185,823-72.2% | $167,490-69.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.04% | 148.36%-140.3pp | 122.05%-114.0pp | 478.56%-470.5pp |
| Employer contribution / active EE | $3,740 | $5,873-36.3% | $5,167-27.6% | $4,837-22.7% |
| Participant deferral / active EE | $2,438 | $6,356-61.7% | $5,568-56.2% | $6,341-61.6% |
| Admin fee / account holder | $354 | $19,811-98.2% | $16,237-97.8% | $12,309-97.1% |