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 | $100,837 | $154,228-34.6% | $145,433-30.7% | $137,256-26.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 7.25% | 74.59%-67.3pp | 66.58%-59.3pp | 220.34%-213.1pp |
| Employer contribution / active EE | $942 | $4,804-80.4% | $4,554-79.3% | $4,156-77.3% |
| Participant deferral / active EE | $6,330 | $8,216-23.0% | $7,897-19.8% | $6,407-1.2% |
| Admin fee / account holder | $330 | $14,344-97.7% | $13,129-97.5% | $12,270-97.3% |