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 | $90,636 | $198,466-54.3% | $170,442-46.8% | $147,584-38.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 7.05% | 257.29%-250.2pp | 205.93%-198.9pp | 578.55%-571.5pp |
| Employer contribution / active EE | $1,792 | $6,184-71.0% | $5,433-67.0% | $4,876-63.3% |
| Participant deferral / active EE | $2,226 | $5,629-60.5% | $4,939-54.9% | $5,439-59.1% |
| Admin fee / account holder | $3,942 | $16,852-76.6% | $13,880-71.6% | $10,885-63.8% |