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 | $98,909 | $178,174-44.5% | $156,181-36.7% | $137,256-27.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 5.32% | 84.19%-78.9pp | 64.87%-59.6pp | 220.34%-215.0pp |
| Employer contribution / active EE | $2,148 | $4,972-56.8% | $4,294-50.0% | $4,156-48.3% |
| Participant deferral / active EE | $5,350 | $6,888-22.3% | $6,132-12.8% | $6,407-16.5% |
| Admin fee / account holder | $2,688 | $17,404-84.6% | $14,586-81.6% | $12,270-78.1% |