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 5-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 | $146,181 | $209,832-30.3% | $189,513-22.9% | $167,490-12.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 8.90% | 748.27%-739.4pp | 555.15%-546.2pp | 478.56%-469.7pp |
| Employer contribution / active EE | $42,453 | $6,914+514.0% | $6,162+589.0% | $4,837+777.6% |
| Participant deferral / active EE | $5,433 | $8,935-39.2% | $8,221-33.9% | $6,341-14.3% |
| Admin fee / account holder | $5,512 | $14,293-61.4% | $12,045-54.2% | $12,309-55.2% |