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 | $103,216 | $171,865-39.9% | $149,718-31.1% | $147,584-30.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 8.31% | 2113.22%-2104.9pp | 1501.63%-1493.3pp | 578.55%-570.2pp |
| Employer contribution / active EE | $3,117 | $6,275-50.3% | $5,445-42.7% | $4,876-36.1% |
| Participant deferral / active EE | $4,474 | $7,271-38.5% | $6,569-31.9% | $5,439-17.7% |
| Admin fee / account holder | $14,690 | $13,799+6.5% | $11,283+30.2% | $10,885+35.0% |