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 8-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 | $104,608 | $159,901-34.6% | $146,958-28.8% | $145,922-28.3% |
| Participation rate | 95.7% | 84.0%+11.7pp | 82.2%+13.5pp | 80.3%+15.4pp |
| Annual return | 8.91% | 98.13%-89.2pp | 418.34%-409.4pp | 561.29%-552.4pp |
| Employer contribution / active EE | $2,019 | $5,286-61.8% | $4,933-59.1% | $4,660-56.7% |
| Participant deferral / active EE | $6,744 | $8,428-20.0% | $8,070-16.4% | $6,688+0.8% |
| Admin fee / account holder | $16,925 | $15,044+12.5% | $12,998+30.2% | $13,397+26.3% |