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 7-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 | $105,003 | $209,832-50.0% | $189,513-44.6% | $167,490-37.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 8.40% | 748.27%-739.9pp | 555.15%-546.7pp | 478.56%-470.2pp |
| Employer contribution / active EE | $19,477 | $6,914+181.7% | $6,162+216.1% | $4,837+302.6% |
| Participant deferral / active EE | $21,321 | $8,935+138.6% | $8,221+159.3% | $6,341+236.2% |
| Admin fee / account holder | $450 | $14,293-96.9% | $12,045-96.3% | $12,309-96.3% |