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 | $167,483 | $217,402-23.0% | $185,823-9.9% | $167,4900% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 7.41% | 148.36%-141.0pp | 122.05%-114.6pp | 478.56%-471.2pp |
| Employer contribution / active EE | $2,432 | $5,873-58.6% | $5,167-52.9% | $4,837-49.7% |
| Participant deferral / active EE | $4,485 | $6,356-29.4% | $5,568-19.4% | $6,341-29.3% |
| Admin fee / account holder | $312 | $19,811-98.4% | $16,237-98.1% | $12,309-97.5% |