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 | $114,113 | $209,411-45.5% | $178,490-36.1% | $158,922-28.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5.79% | 188.75%-183.0pp | 151.07%-145.3pp | 302.83%-297.0pp |
| Employer contribution / active EE | $3,247 | $5,706-43.1% | $5,011-35.2% | $4,761-31.8% |
| Participant deferral / active EE | $3,128 | $5,954-47.5% | $5,202-39.9% | $5,982-47.7% |
| Admin fee / account holder | $1,239 | $17,074-92.7% | $13,984-91.1% | $11,246-89.0% |