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 | $68,421 | $159,602-57.1% | $150,045-54.4% | $142,382-51.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.00% | 70.24%-58.2pp | 62.55%-50.5pp | 217.08%-205.1pp |
| Employer contribution / active EE | $3,862 | $4,961-22.1% | $4,693-17.7% | $4,299-10.2% |
| Participant deferral / active EE | $4,525 | $8,310-45.5% | $7,997-43.4% | $6,507-30.5% |
| Admin fee / account holder | $37,545 | $14,846+152.9% | $13,435+179.5% | $12,624+197.4% |