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 | $130,830 | $198,466-34.1% | $170,442-23.2% | $147,584-11.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 6.96% | 257.29%-250.3pp | 205.93%-199.0pp | 578.55%-571.6pp |
| Employer contribution / active EE | $3,485 | $6,184-43.6% | $5,433-35.9% | $4,876-28.5% |
| Participant deferral / active EE | $4,329 | $5,629-23.1% | $4,939-12.4% | $5,439-20.4% |
| Admin fee / account holder | $11,271 | $16,852-33.1% | $13,880-18.8% | $10,885+3.5% |