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 | $54,821 | $159,602-65.7% | $150,045-63.5% | $142,382-61.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 8.33% | 70.24%-61.9pp | 62.55%-54.2pp | 217.08%-208.7pp |
| Employer contribution / active EE | $1,129 | $4,961-77.2% | $4,693-76.0% | $4,299-73.7% |
| Participant deferral / active EE | $3,588 | $8,310-56.8% | $7,997-55.1% | $6,507-44.9% |
| Admin fee / account holder | $75,222 | $14,846+406.7% | $13,435+459.9% | $12,624+495.9% |