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 | $107,543 | $209,411-48.6% | $178,490-39.7% | $158,922-32.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 2.29% | 188.75%-186.5pp | 151.07%-148.8pp | 302.83%-300.5pp |
| Employer contribution / active EE | $9,098 | $5,706+59.4% | $5,011+81.6% | $4,761+91.1% |
| Participant deferral / active EE | $7,854 | $5,954+31.9% | $5,202+51.0% | $5,982+31.3% |
| Admin fee / account holder | $818 | $17,074-95.2% | $13,984-94.2% | $11,246-92.7% |