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 | $100,858 | $217,402-53.6% | $185,823-45.7% | $167,490-39.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 7.14% | 148.36%-141.2pp | 122.05%-114.9pp | 478.56%-471.4pp |
| Employer contribution / active EE | $2,364 | $5,873-59.7% | $5,167-54.2% | $4,837-51.1% |
| Participant deferral / active EE | $3,986 | $6,356-37.3% | $5,568-28.4% | $6,341-37.1% |
| Admin fee / account holder | $11,615 | $19,811-41.4% | $16,237-28.5% | $12,309-5.6% |