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 | $126,737 | $183,963-31.1% | $162,163-21.8% | $152,861-17.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 11.51% | 150.76%-139.3pp | 115.59%-104.1pp | 345.32%-333.8pp |
| Employer contribution / active EE | $1,882 | $6,371-70.5% | $5,614-66.5% | $4,762-60.5% |
| Participant deferral / active EE | $4,762 | $8,034-40.7% | $7,298-34.7% | $5,850-18.6% |
| Admin fee / account holder | $63,429 | $13,121+383.4% | $10,843+485.0% | $11,596+447.0% |