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 | $103,146 | $209,411-50.7% | $178,490-42.2% | $158,922-35.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 1.01% | 188.75%-187.7pp | 151.07%-150.1pp | 302.83%-301.8pp |
| Employer contribution / active EE | $8,664 | $5,706+51.8% | $5,011+72.9% | $4,761+82.0% |
| Participant deferral / active EE | $5,147 | $5,954-13.6% | $5,202-1.0% | $5,982-14.0% |
| Admin fee / account holder | $34,876 | $17,074+104.3% | $13,984+149.4% | $11,246+210.1% |