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 | $80,809 | $159,901-49.5% | $146,958-45.0% | $145,922-44.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.09% | 98.13%-89.0pp | 418.34%-409.2pp | 561.29%-552.2pp |
| Employer contribution / active EE | $1,720 | $5,286-67.5% | $4,933-65.1% | $4,660-63.1% |
| Participant deferral / active EE | $2,830 | $8,428-66.4% | $8,070-64.9% | $6,688-57.7% |
| Admin fee / account holder | $42,845 | $15,044+184.8% | $12,998+229.6% | $13,397+219.8% |