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 | $101,366 | $171,865-41.0% | $149,718-32.3% | $147,584-31.3% |
| Participation rate | 88.9% | 88.2%+0.7pp | 87.1%+1.8pp | 82.8%+6.1pp |
| Annual return | 4.14% | 2113.22%-2109.1pp | 1501.63%-1497.5pp | 578.55%-574.4pp |
| Employer contribution / active EE | $2,996 | $6,275-52.3% | $5,445-45.0% | $4,876-38.6% |
| Participant deferral / active EE | $4,000 | $7,271-45.0% | $6,569-39.1% | $5,439-26.4% |
| Admin fee / account holder | $4,800 | $13,799-65.2% | $11,283-57.5% | $10,885-55.9% |