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 | $80,137 | $217,402-63.1% | $185,823-56.9% | $167,490-52.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.27% | 148.36%-140.1pp | 122.05%-113.8pp | 478.56%-470.3pp |
| Employer contribution / active EE | $1,941 | $5,873-66.9% | $5,167-62.4% | $4,837-59.9% |
| Participant deferral / active EE | $4,614 | $6,356-27.4% | $5,568-17.1% | $6,341-27.2% |
| Admin fee / account holder | $105,970 | $19,811+434.9% | $16,237+552.6% | $12,309+760.9% |