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 | $118,087 | $209,411-43.6% | $178,490-33.8% | $158,922-25.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 2.57% | 188.75%-186.2pp | 151.07%-148.5pp | 302.83%-300.3pp |
| Employer contribution / active EE | $2,363 | $5,706-58.6% | $5,011-52.8% | $4,761-50.4% |
| Participant deferral / active EE | $4,943 | $5,954-17.0% | $5,202-5.0% | $5,982-17.4% |
| Admin fee / account holder | $8,622 | $17,074-49.5% | $13,984-38.3% | $11,246-23.3% |