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 | $64,552 | $159,901-59.6% | $146,958-56.1% | $145,922-55.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 3.84% | 98.13%-94.3pp | 418.34%-414.5pp | 561.29%-557.4pp |
| Employer contribution / active EE | $2,209 | $5,286-58.2% | $4,933-55.2% | $4,660-52.6% |
| Participant deferral / active EE | $12,000 | $8,428+42.4% | $8,070+48.7% | $6,688+79.4% |
| Admin fee / account holder | $20,973 | $15,044+39.4% | $12,998+61.4% | $13,397+56.5% |