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 8-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 | $46,496 | $217,402-78.6% | $185,823-75.0% | $167,490-72.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 4.96% | 148.36%-143.4pp | 122.05%-117.1pp | 478.56%-473.6pp |
| Employer contribution / active EE | $9,800 | $5,873+66.9% | $5,167+89.7% | $4,837+102.6% |
| Participant deferral / active EE | $4,313 | $6,356-32.2% | $5,568-22.5% | $6,341-32.0% |
| Admin fee / account holder | $2,852 | $19,811-85.6% | $16,237-82.4% | $12,309-76.8% |