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 | $38,296 | $159,901-76.1% | $146,958-73.9% | $145,922-73.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.95% | 98.13%-93.2pp | 418.34%-413.4pp | 561.29%-556.3pp |
| Employer contribution / active EE | $46,785 | $5,286+785.1% | $4,933+848.4% | $4,660+904.1% |
| Participant deferral / active EE | $31,400 | $8,428+272.6% | $8,070+289.1% | $6,688+369.5% |
| Admin fee / account holder | $116,660 | $15,044+675.5% | $12,998+797.5% | $13,397+770.8% |