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 | $102,879 | $159,602-35.5% | $150,045-31.4% | $142,382-27.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 3.90% | 70.24%-66.3pp | 62.55%-58.7pp | 217.08%-213.2pp |
| Employer contribution / active EE | $27,070 | $4,961+445.7% | $4,693+476.8% | $4,299+529.7% |
| Participant deferral / active EE | $19,393 | $8,310+133.4% | $7,997+142.5% | $6,507+198.0% |
| Admin fee / account holder | $175,000 | $14,846+1078.7% | $13,435+1202.6% | $12,624+1286.3% |