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 | $155,497 | $209,411-25.7% | $178,490-12.9% | $158,922-2.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5.13% | 188.75%-183.6pp | 151.07%-145.9pp | 302.83%-297.7pp |
| Employer contribution / active EE | $11,145 | $5,706+95.3% | $5,011+122.4% | $4,761+134.1% |
| Participant deferral / active EE | $7,084 | $5,954+19.0% | $5,202+36.2% | $5,982+18.4% |
| Admin fee / account holder | $28,950 | $17,074+69.6% | $13,984+107.0% | $11,246+157.4% |