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 | $129,376 | $198,466-34.8% | $170,442-24.1% | $147,584-12.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 1.37% | 257.29%-255.9pp | 205.93%-204.6pp | 578.55%-577.2pp |
| Employer contribution / active EE | $1,649 | $6,184-73.3% | $5,433-69.6% | $4,876-66.2% |
| Participant deferral / active EE | $3,867 | $5,629-31.3% | $4,939-21.7% | $5,439-28.9% |
| Admin fee / account holder | $1,132 | $16,852-93.3% | $13,880-91.8% | $10,885-89.6% |