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 | $111,921 | $180,749-38.1% | $160,784-30.4% | $137,256-18.5% |
| Participation rate | 80.0% | 80.0%0pp | 77.0%+3.0pp | 80.0%0pp |
| Annual return | 5.87% | 2234.46%-2228.6pp | 1803.92%-1798.0pp | 220.34%-214.5pp |
| Employer contribution / active EE | $1,589 | $4,155-61.8% | $3,733-57.4% | $4,156-61.8% |
| Participant deferral / active EE | $11,122 | $6,844+62.5% | $6,293+76.7% | $6,407+73.6% |
| Admin fee / account holder | $715 | $10,397-93.1% | $9,717-92.6% | $12,270-94.2% |