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 | $100,811 | $159,901-37.0% | $146,958-31.4% | $145,922-30.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.28% | 98.13%-92.9pp | 418.34%-413.1pp | 561.29%-556.0pp |
| Employer contribution / active EE | $19,766 | $5,286+273.9% | $4,933+300.7% | $4,660+324.2% |
| Participant deferral / active EE | $8,350 | $8,428-0.9% | $8,070+3.5% | $6,688+24.9% |
| Admin fee / account holder | $128,212 | $15,044+752.3% | $12,998+886.4% | $13,397+857.0% |