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 | $146,045 | $217,402-32.8% | $185,823-21.4% | $167,490-12.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 0.40% | 148.36%-148.0pp | 122.05%-121.7pp | 478.56%-478.2pp |
| Employer contribution / active EE | $4,851 | $5,873-17.4% | $5,167-6.1% | $4,837+0.3% |
| Participant deferral / active EE | $10,400 | $6,356+63.6% | $5,568+86.8% | $6,341+64.0% |
| Admin fee / account holder | $1,541 | $19,811-92.2% | $16,237-90.5% | $12,309-87.5% |