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 | $78,838 | $217,402-63.7% | $185,823-57.6% | $167,490-52.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 7.82% | 148.36%-140.5pp | 122.05%-114.2pp | 478.56%-470.7pp |
| Employer contribution / active EE | $4,361 | $5,873-25.8% | $5,167-15.6% | $4,837-9.9% |
| Participant deferral / active EE | $8,309 | $6,356+30.7% | $5,568+49.2% | $6,341+31.0% |
| Admin fee / account holder | $1,800 | $19,811-90.9% | $16,237-88.9% | $12,309-85.4% |