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 | $115,286 | $209,411-44.9% | $178,490-35.4% | $158,922-27.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5.33% | 188.75%-183.4pp | 151.07%-145.7pp | 302.83%-297.5pp |
| Employer contribution / active EE | $1,525 | $5,706-73.3% | $5,011-69.6% | $4,761-68.0% |
| Participant deferral / active EE | $3,127 | $5,954-47.5% | $5,202-39.9% | $5,982-47.7% |
| Admin fee / account holder | $1,339 | $17,074-92.2% | $13,984-90.4% | $11,246-88.1% |