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 | $132,537 | $159,901-17.1% | $146,958-9.8% | $145,922-9.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.16% | 98.13%-90.0pp | 418.34%-410.2pp | 561.29%-553.1pp |
| Employer contribution / active EE | $6,085 | $5,286+15.1% | $4,933+23.4% | $4,660+30.6% |
| Participant deferral / active EE | $17,709 | $8,428+110.1% | $8,070+119.4% | $6,688+164.8% |
| Admin fee / account holder | $67,404 | $15,044+348.1% | $12,998+418.6% | $13,397+403.1% |