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 | $111,150 | $217,402-48.9% | $185,823-40.2% | $167,490-33.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 6.96% | 148.36%-141.4pp | 122.05%-115.1pp | 478.56%-471.6pp |
| Employer contribution / active EE | $22,384 | $5,873+281.1% | $5,167+333.2% | $4,837+362.7% |
| Participant deferral / active EE | $9,367 | $6,356+47.4% | $5,568+68.2% | $6,341+47.7% |
| Admin fee / account holder | $26,748 | $19,811+35.0% | $16,237+64.7% | $12,309+117.3% |