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 | $131,760 | $209,411-37.1% | $178,490-26.2% | $158,922-17.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 1.83% | 188.75%-186.9pp | 151.07%-149.2pp | 302.83%-301.0pp |
| Employer contribution / active EE | $1,304 | $5,706-77.2% | $5,011-74.0% | $4,761-72.6% |
| Participant deferral / active EE | $3,152 | $5,954-47.1% | $5,202-39.4% | $5,982-47.3% |
| Admin fee / account holder | $107,136 | $17,074+527.5% | $13,984+666.1% | $11,246+852.7% |