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 | $106,345 | $226,064-53.0% | $182,532-41.7% | $152,861-30.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 4.64% | 192.51%-187.9pp | 148.54%-143.9pp | 345.32%-340.7pp |
| Employer contribution / active EE | $2,929 | $4,978-41.2% | $4,076-28.1% | $4,762-38.5% |
| Participant deferral / active EE | $4,773 | $6,368-25.0% | $5,524-13.6% | $5,850-18.4% |
| Admin fee / account holder | $1,555 | $10,703-85.5% | $8,592-81.9% | $11,596-86.6% |