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 | $95,623 | $209,411-54.3% | $178,490-46.4% | $158,922-39.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 1.86% | 188.75%-186.9pp | 151.07%-149.2pp | 302.83%-301.0pp |
| Employer contribution / active EE | $7,456 | $5,706+30.7% | $5,011+48.8% | $4,761+56.6% |
| Participant deferral / active EE | $5,317 | $5,954-10.7% | $5,202+2.2% | $5,982-11.1% |
| Admin fee / account holder | $15,925 | $17,074-6.7% | $13,984+13.9% | $11,246+41.6% |