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 | $103,608 | $217,402-52.3% | $185,823-44.2% | $167,490-38.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 4.95% | 148.36%-143.4pp | 122.05%-117.1pp | 478.56%-473.6pp |
| Employer contribution / active EE | $8,982 | $5,873+52.9% | $5,167+73.8% | $4,837+85.7% |
| Participant deferral / active EE | $5,987 | $6,356-5.8% | $5,568+7.5% | $6,341-5.6% |
| Admin fee / account holder | $17,555 | $19,811-11.4% | $16,237+8.1% | $12,309+42.6% |