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 | $74,035 | $183,519-59.7% | $155,509-52.4% | $145,922-49.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 3.53% | 61.17%-57.6pp | 64.67%-61.1pp | 561.29%-557.8pp |
| Employer contribution / active EE | $5,307 | $5,313-0.1% | $4,672+13.6% | $4,660+13.9% |
| Participant deferral / active EE | $10,615 | $6,462+64.3% | $5,626+88.7% | $6,688+58.7% |
| Admin fee / account holder | $700,308 | $19,313+3526.1% | $15,912+4301.1% | $13,397+5127.4% |