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 | $116,128 | $165,984-30.0% | $164,813-29.5% | $145,922-20.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 4.55% | 100.03%-95.5pp | 69.93%-65.4pp | 561.29%-556.7pp |
| Employer contribution / active EE | $3,201 | $5,273-39.3% | $4,341-26.3% | $4,660-31.3% |
| Participant deferral / active EE | $3,301 | $6,959-52.6% | $6,031-45.3% | $6,688-50.6% |
| Admin fee / account holder | $9,053 | $16,648-45.6% | $12,690-28.7% | $13,397-32.4% |