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 | $63,929 | $108,919-41.3% | $100,391-36.3% | $145,922-56.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 7.58% | 57.88%-50.3pp | 49.20%-41.6pp | 561.29%-553.7pp |
| Employer contribution / active EE | $3,480 | $4,419-21.3% | $3,942-11.7% | $4,660-25.3% |
| Participant deferral / active EE | $2,637 | $8,445-68.8% | $8,082-67.4% | $6,688-60.6% |
| Admin fee / account holder | $3,398 | $9,689-64.9% | $7,899-57.0% | $13,397-74.6% |