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 | $85,486 | $159,901-46.5% | $146,958-41.8% | $145,922-41.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.97% | 98.13%-89.2pp | 418.34%-409.4pp | 561.29%-552.3pp |
| Employer contribution / active EE | $4,104 | $5,286-22.4% | $4,933-16.8% | $4,660-11.9% |
| Participant deferral / active EE | $6,012 | $8,428-28.7% | $8,070-25.5% | $6,688-10.1% |
| Admin fee / account holder | $12,310 | $15,044-18.2% | $12,998-5.3% | $13,397-8.1% |