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 | $109,631 | $183,963-40.4% | $162,163-32.4% | $152,861-28.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 2.45% | 150.76%-148.3pp | 115.59%-113.1pp | 345.32%-342.9pp |
| Employer contribution / active EE | $1,845 | $6,371-71.0% | $5,614-67.1% | $4,762-61.3% |
| Participant deferral / active EE | $5,844 | $8,034-27.3% | $7,298-19.9% | $5,850-0.1% |
| Admin fee / account holder | $7,002 | $13,121-46.6% | $10,843-35.4% | $11,596-39.6% |