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 | $109,859 | $217,402-49.5% | $185,823-40.9% | $167,490-34.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 4.13% | 148.36%-144.2pp | 122.05%-117.9pp | 478.56%-474.4pp |
| Employer contribution / active EE | $4,095 | $5,873-30.3% | $5,167-20.7% | $4,837-15.3% |
| Participant deferral / active EE | $4,397 | $6,356-30.8% | $5,568-21.0% | $6,341-30.7% |
| Admin fee / account holder | $4,848 | $19,811-75.5% | $16,237-70.1% | $12,309-60.6% |