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 | $141,574 | $209,411-32.4% | $178,490-20.7% | $158,922-10.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5.44% | 188.75%-183.3pp | 151.07%-145.6pp | 302.83%-297.4pp |
| Employer contribution / active EE | $12,778 | $5,706+123.9% | $5,011+155.0% | $4,761+168.4% |
| Participant deferral / active EE | $4,171 | $5,954-29.9% | $5,202-19.8% | $5,982-30.3% |
| Admin fee / account holder | $2,572 | $17,074-84.9% | $13,984-81.6% | $11,246-77.1% |