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 | $108,381 | $209,411-48.2% | $178,490-39.3% | $158,922-31.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 1.75% | 188.75%-187.0pp | 151.07%-149.3pp | 302.83%-301.1pp |
| Employer contribution / active EE | $1,726 | $5,706-69.8% | $5,011-65.6% | $4,761-63.8% |
| Participant deferral / active EE | $2,116 | $5,954-64.5% | $5,202-59.3% | $5,982-64.6% |
| Admin fee / account holder | $853 | $17,074-95.0% | $13,984-93.9% | $11,246-92.4% |