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 | $78,312 | $198,466-60.5% | $170,442-54.1% | $147,584-46.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 3.98% | 257.29%-253.3pp | 205.93%-201.9pp | 578.55%-574.6pp |
| Employer contribution / active EE | $8,333 | $6,184+34.8% | $5,433+53.4% | $4,876+70.9% |
| Participant deferral / active EE | $8,432 | $5,629+49.8% | $4,939+70.7% | $5,439+55.0% |
| Admin fee / account holder | $1,065 | $16,852-93.7% | $13,880-92.3% | $10,885-90.2% |