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 | $133,387 | $176,056-24.2% | $159,436-16.3% | $167,490-20.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 4.76% | 331.75%-327.0pp | 263.57%-258.8pp | 478.56%-473.8pp |
| Employer contribution / active EE | $1,380 | $5,297-73.9% | $4,829-71.4% | $4,837-71.5% |
| Participant deferral / active EE | $8,877 | $7,750+14.5% | $7,352+20.7% | $6,341+40.0% |
| Admin fee / account holder | $31,433 | $12,554+150.4% | $10,799+191.1% | $12,309+155.4% |