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 | $145,378 | $209,411-30.6% | $178,490-18.6% | $158,922-8.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 3.62% | 188.75%-185.1pp | 151.07%-147.5pp | 302.83%-299.2pp |
| Employer contribution / active EE | $12,147 | $5,706+112.9% | $5,011+142.4% | $4,761+155.1% |
| Participant deferral / active EE | $9,091 | $5,954+52.7% | $5,202+74.8% | $5,982+52.0% |
| Admin fee / account holder | $7,334 | $17,074-57.0% | $13,984-47.6% | $11,246-34.8% |