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 | $146,527 | $209,411-30.0% | $178,490-17.9% | $158,922-7.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 0.76% | 188.75%-188.0pp | 151.07%-150.3pp | 302.83%-302.1pp |
| Employer contribution / active EE | $2,095 | $5,706-63.3% | $5,011-58.2% | $4,761-56.0% |
| Participant deferral / active EE | $4,738 | $5,954-20.4% | $5,202-8.9% | $5,982-20.8% |
| Admin fee / account holder | $1,202 | $17,074-93.0% | $13,984-91.4% | $11,246-89.3% |