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 | $93,642 | $159,901-41.4% | $146,958-36.3% | $145,922-35.8% |
| Participation rate | 88.2% | 84.0%+4.2pp | 82.2%+6.1pp | 80.3%+8.0pp |
| Annual return | 6.55% | 98.13%-91.6pp | 418.34%-411.8pp | 561.29%-554.7pp |
| Employer contribution / active EE | $5,349 | $5,286+1.2% | $4,933+8.4% | $4,660+14.8% |
| Participant deferral / active EE | $9,466 | $8,428+12.3% | $8,070+17.3% | $6,688+41.5% |
| Admin fee / account holder | $27,440 | $15,044+82.4% | $12,998+111.1% | $13,397+104.8% |