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 | $27,859 | $217,402-87.2% | $185,823-85.0% | $167,490-83.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 6.64% | 148.36%-141.7pp | 122.05%-115.4pp | 478.56%-471.9pp |
| Employer contribution / active EE | $1,408 | $5,873-76.0% | $5,167-72.7% | $4,837-70.9% |
| Participant deferral / active EE | $3,464 | $6,356-45.5% | $5,568-37.8% | $6,341-45.4% |
| Admin fee / account holder | $5,052 | $19,811-74.5% | $16,237-68.9% | $12,309-59.0% |