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 | $141,870 | $209,411-32.3% | $178,490-20.5% | $158,922-10.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 1.46% | 188.75%-187.3pp | 151.07%-149.6pp | 302.83%-301.4pp |
| Employer contribution / active EE | $2,001 | $5,706-64.9% | $5,011-60.1% | $4,761-58.0% |
| Participant deferral / active EE | $3,096 | $5,954-48.0% | $5,202-40.5% | $5,982-48.2% |
| Admin fee / account holder | $1,024 | $17,074-94.0% | $13,984-92.7% | $11,246-90.9% |