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 | $147,516 | $217,402-32.1% | $185,823-20.6% | $167,490-11.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 7.25% | 148.36%-141.1pp | 122.05%-114.8pp | 478.56%-471.3pp |
| Employer contribution / active EE | $4,305 | $5,873-26.7% | $5,167-16.7% | $4,837-11.0% |
| Participant deferral / active EE | $7,587 | $6,356+19.4% | $5,568+36.3% | $6,341+19.6% |
| Admin fee / account holder | $443 | $19,811-97.8% | $16,237-97.3% | $12,309-96.4% |