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 | $54,420 | $176,056-69.1% | $159,436-65.9% | $167,490-67.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.32% | 331.75%-323.4pp | 263.57%-255.3pp | 478.56%-470.2pp |
| Employer contribution / active EE | $3,102 | $5,297-41.4% | $4,829-35.8% | $4,837-35.9% |
| Participant deferral / active EE | $3,871 | $7,750-50.0% | $7,352-47.3% | $6,341-39.0% |
| Admin fee / account holder | $1,617 | $12,554-87.1% | $10,799-85.0% | $12,309-86.9% |