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 | $121,001 | $176,056-31.3% | $159,436-24.1% | $167,490-27.8% |
| Participation rate | 94.7% | 84.9%+9.8pp | 82.8%+11.9pp | 82.1%+12.6pp |
| Annual return | 6.91% | 331.75%-324.8pp | 263.57%-256.7pp | 478.56%-471.7pp |
| Employer contribution / active EE | $0 | $5,297-100.0% | $4,829-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,112 | $7,750-59.8% | $7,352-57.7% | $6,341-50.9% |
| Admin fee / account holder | $12,806 | $12,554+2.0% | $10,799+18.6% | $12,309+4.0% |