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 | $90,040 | $197,591-54.4% | $177,821-49.4% | $158,922-43.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 5.18% | 58.76%-53.6pp | 48.32%-43.1pp | 302.83%-297.6pp |
| Employer contribution / active EE | $3,787 | $6,697-43.5% | $5,918-36.0% | $4,761-20.5% |
| Participant deferral / active EE | $4,606 | $8,405-45.2% | $7,714-40.3% | $5,982-23.0% |
| Admin fee / account holder | $1,044 | $15,399-93.2% | $12,427-91.6% | $11,246-90.7% |