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 | $86,751 | $171,865-49.5% | $149,718-42.1% | $147,584-41.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 7.21% | 2113.22%-2106.0pp | 1501.63%-1494.4pp | 578.55%-571.3pp |
| Employer contribution / active EE | $3,981 | $6,275-36.6% | $5,445-26.9% | $4,876-18.4% |
| Participant deferral / active EE | $4,323 | $7,271-40.5% | $6,569-34.2% | $5,439-20.5% |
| Admin fee / account holder | $2,845 | $13,799-79.4% | $11,283-74.8% | $10,885-73.9% |