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 | $98,815 | $209,411-52.8% | $178,490-44.6% | $158,922-37.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 2.67% | 188.75%-186.1pp | 151.07%-148.4pp | 302.83%-300.2pp |
| Employer contribution / active EE | $1,314 | $5,706-77.0% | $5,011-73.8% | $4,761-72.4% |
| Participant deferral / active EE | $5,096 | $5,954-14.4% | $5,202-2.0% | $5,982-14.8% |
| Admin fee / account holder | $2,656 | $17,074-84.4% | $13,984-81.0% | $11,246-76.4% |