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 | $68,842 | $209,832-67.2% | $189,513-63.7% | $167,490-58.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 4.12% | 748.27%-744.2pp | 555.15%-551.0pp | 478.56%-474.4pp |
| Employer contribution / active EE | $5,625 | $6,914-18.6% | $6,162-8.7% | $4,837+16.3% |
| Participant deferral / active EE | $0 | $8,935-100.0% | $8,221-100.0% | $6,341-100.0% |
| Admin fee / account holder | $12,879 | $14,293-9.9% | $12,045+6.9% | $12,309+4.6% |