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 | $106,455 | $159,602-33.3% | $150,045-29.1% | $142,382-25.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 11.57% | 70.24%-58.7pp | 62.55%-51.0pp | 217.08%-205.5pp |
| Employer contribution / active EE | $7,456 | $4,961+50.3% | $4,693+58.9% | $4,299+73.4% |
| Participant deferral / active EE | $15,665 | $8,310+88.5% | $7,997+95.9% | $6,507+140.7% |
| Admin fee / account holder | $28,681 | $14,846+93.2% | $13,435+113.5% | $12,624+127.2% |