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 | $107,131 | $176,056-39.1% | $159,436-32.8% | $167,490-36.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.03% | 331.75%-323.7pp | 263.57%-255.5pp | 478.56%-470.5pp |
| Employer contribution / active EE | $3,174 | $5,297-40.1% | $4,829-34.3% | $4,837-34.4% |
| Participant deferral / active EE | $12,139 | $7,750+56.6% | $7,352+65.1% | $6,341+91.4% |
| Admin fee / account holder | $12,805 | $12,554+2.0% | $10,799+18.6% | $12,309+4.0% |