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 | $99,429 | $217,402-54.3% | $185,823-46.5% | $167,490-40.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.05% | 148.36%-140.3pp | 122.05%-114.0pp | 478.56%-470.5pp |
| Employer contribution / active EE | $9,837 | $5,873+67.5% | $5,167+90.4% | $4,837+103.4% |
| Participant deferral / active EE | $6,308 | $6,356-0.8% | $5,568+13.3% | $6,341-0.5% |
| Admin fee / account holder | $6,425 | $19,811-67.6% | $16,237-60.4% | $12,309-47.8% |