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 | $96,431 | $109,982-12.3% | $97,226-0.8% | $145,922-33.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 7.23% | 242.90%-235.7pp | 75.13%-67.9pp | 561.29%-554.1pp |
| Employer contribution / active EE | $561 | $3,084-81.8% | $2,729-79.4% | $4,660-88.0% |
| Participant deferral / active EE | $5,481 | $4,676+17.2% | $4,264+28.6% | $6,688-18.0% |
| Admin fee / account holder | $4,703 | $6,221-24.4% | $5,654-16.8% | $13,397-64.9% |