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 | $138,134 | $159,901-13.6% | $146,958-6.0% | $145,922-5.3% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 3.05% | 98.13%-95.1pp | 418.34%-415.3pp | 561.29%-558.2pp |
| Employer contribution / active EE | $8,717 | $5,286+64.9% | $4,933+76.7% | $4,660+87.1% |
| Participant deferral / active EE | $4,664 | $8,428-44.7% | $8,070-42.2% | $6,688-30.3% |
| Admin fee / account holder | $10,006 | $15,044-33.5% | $12,998-23.0% | $13,397-25.3% |