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 | $111,169 | $217,402-48.9% | $185,823-40.2% | $167,490-33.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.32% | 148.36%-140.0pp | 122.05%-113.7pp | 478.56%-470.2pp |
| Employer contribution / active EE | $7,608 | $5,873+29.5% | $5,167+47.2% | $4,837+57.3% |
| Participant deferral / active EE | $7,151 | $6,356+12.5% | $5,568+28.4% | $6,341+12.8% |
| Admin fee / account holder | $42,431 | $19,811+114.2% | $16,237+161.3% | $12,309+244.7% |