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 | $105,742 | $209,411-49.5% | $178,490-40.8% | $158,922-33.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 3.22% | 188.75%-185.5pp | 151.07%-147.8pp | 302.83%-299.6pp |
| Employer contribution / active EE | $2,223 | $5,706-61.0% | $5,011-55.6% | $4,761-53.3% |
| Participant deferral / active EE | $4,675 | $5,954-21.5% | $5,202-10.1% | $5,982-21.9% |
| Admin fee / account holder | $4,359 | $17,074-74.5% | $13,984-68.8% | $11,246-61.2% |