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 | $124,402 | $179,726-30.8% | $156,263-20.4% | $142,382-12.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 7.97% | 77.86%-69.9pp | 59.47%-51.5pp | 217.08%-209.1pp |
| Employer contribution / active EE | $2,303 | $5,069-54.6% | $4,333-46.9% | $4,299-46.4% |
| Participant deferral / active EE | $3,428 | $6,956-50.7% | $6,158-44.3% | $6,507-47.3% |
| Admin fee / account holder | $12,969 | $17,272-24.9% | $14,255-9.0% | $12,624+2.7% |