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 | $126,700 | $183,963-31.1% | $162,163-21.9% | $152,861-17.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 6.45% | 150.76%-144.3pp | 115.59%-109.1pp | 345.32%-338.9pp |
| Employer contribution / active EE | $4,982 | $6,371-21.8% | $5,614-11.2% | $4,762+4.6% |
| Participant deferral / active EE | $3,849 | $8,034-52.1% | $7,298-47.3% | $5,850-34.2% |
| Admin fee / account holder | $689 | $13,121-94.7% | $10,843-93.6% | $11,596-94.1% |