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 | $143,064 | $176,056-18.7% | $159,436-10.3% | $167,490-14.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 7.36% | 331.75%-324.4pp | 263.57%-256.2pp | 478.56%-471.2pp |
| Employer contribution / active EE | $2,123 | $5,297-59.9% | $4,829-56.0% | $4,837-56.1% |
| Participant deferral / active EE | $4,182 | $7,750-46.0% | $7,352-43.1% | $6,341-34.1% |
| Admin fee / account holder | $8,086 | $12,554-35.6% | $10,799-25.1% | $12,309-34.3% |