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 7-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 | $36,605 | $159,602-77.1% | $150,045-75.6% | $142,382-74.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.21% | 70.24%-58.0pp | 62.55%-50.3pp | 217.08%-204.9pp |
| Employer contribution / active EE | $1,881 | $4,961-62.1% | $4,693-59.9% | $4,299-56.2% |
| Participant deferral / active EE | $4,864 | $8,310-41.5% | $7,997-39.2% | $6,507-25.3% |
| Admin fee / account holder | $14,837 | $14,846-0.1% | $13,435+10.4% | $12,624+17.5% |