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 | $138,523 | $217,402-36.3% | $185,823-25.5% | $167,490-17.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 7.46% | 148.36%-140.9pp | 122.05%-114.6pp | 478.56%-471.1pp |
| Employer contribution / active EE | $3,504 | $5,873-40.3% | $5,167-32.2% | $4,837-27.6% |
| Participant deferral / active EE | $5,765 | $6,356-9.3% | $5,568+3.5% | $6,341-9.1% |
| Admin fee / account holder | $61,967 | $19,811+212.8% | $16,237+281.6% | $12,309+403.4% |