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 | $95,768 | $176,056-45.6% | $159,436-39.9% | $167,490-42.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.01% | 331.75%-323.7pp | 263.57%-255.6pp | 478.56%-470.5pp |
| Employer contribution / active EE | $7,911 | $5,297+49.3% | $4,829+63.8% | $4,837+63.5% |
| Participant deferral / active EE | $4,918 | $7,750-36.5% | $7,352-33.1% | $6,341-22.4% |
| Admin fee / account holder | $63,950 | $12,554+409.4% | $10,799+492.2% | $12,309+419.5% |