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 7-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 | $133,259 | $176,056-24.3% | $159,436-16.4% | $167,490-20.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 4.22% | 331.75%-327.5pp | 263.57%-259.3pp | 478.56%-474.3pp |
| Employer contribution / active EE | $23,875 | $5,297+350.7% | $4,829+394.4% | $4,837+393.5% |
| Participant deferral / active EE | $17,371 | $7,750+124.1% | $7,352+136.3% | $6,341+173.9% |
| Admin fee / account holder | $2,501 | $12,554-80.1% | $10,799-76.8% | $12,309-79.7% |