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 | $83,647 | $209,411-60.1% | $178,490-53.1% | $158,922-47.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.13% | 188.75%-184.6pp | 151.07%-146.9pp | 302.83%-298.7pp |
| Employer contribution / active EE | $2,274 | $5,706-60.1% | $5,011-54.6% | $4,761-52.2% |
| Participant deferral / active EE | $7,742 | $5,954+30.0% | $5,202+48.8% | $5,982+29.4% |
| Admin fee / account holder | $5,123 | $17,074-70.0% | $13,984-63.4% | $11,246-54.4% |