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 9-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 | $70,011 | $209,411-66.6% | $178,490-60.8% | $158,922-55.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 2.41% | 188.75%-186.3pp | 151.07%-148.7pp | 302.83%-300.4pp |
| Employer contribution / active EE | $10,771 | $5,706+88.8% | $5,011+115.0% | $4,761+126.2% |
| Participant deferral / active EE | $5,523 | $5,954-7.2% | $5,202+6.2% | $5,982-7.7% |
| Admin fee / account holder | $457 | $17,074-97.3% | $13,984-96.7% | $11,246-95.9% |