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 | $127,517 | $159,901-20.3% | $146,958-13.2% | $145,922-12.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.18% | 98.13%-89.0pp | 418.34%-409.2pp | 561.29%-552.1pp |
| Employer contribution / active EE | $5,072 | $5,286-4.1% | $4,933+2.8% | $4,660+8.9% |
| Participant deferral / active EE | $17,515 | $8,428+107.8% | $8,070+117.0% | $6,688+161.9% |
| Admin fee / account holder | $2,627 | $15,044-82.5% | $12,998-79.8% | $13,397-80.4% |