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 | $113,809 | $179,726-36.7% | $156,263-27.2% | $142,382-20.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 5.65% | 77.86%-72.2pp | 59.47%-53.8pp | 217.08%-211.4pp |
| Employer contribution / active EE | $3,186 | $5,069-37.1% | $4,333-26.5% | $4,299-25.9% |
| Participant deferral / active EE | $3,945 | $6,956-43.3% | $6,158-35.9% | $6,507-39.4% |
| Admin fee / account holder | $8,858 | $17,272-48.7% | $14,255-37.9% | $12,624-29.8% |