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 | $120,808 | $217,402-44.4% | $185,823-35.0% | $167,490-27.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.63% | 148.36%-139.7pp | 122.05%-113.4pp | 478.56%-469.9pp |
| Employer contribution / active EE | $1,678 | $5,873-71.4% | $5,167-67.5% | $4,837-65.3% |
| Participant deferral / active EE | $7,127 | $6,356+12.1% | $5,568+28.0% | $6,341+12.4% |
| Admin fee / account holder | $2,849 | $19,811-85.6% | $16,237-82.5% | $12,309-76.9% |