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 | $166,020-30.1% | $164,866-29.6% | $145,959-20.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 4.55% | 100.08%-95.5pp | 69.97%-65.4pp | 561.95%-557.4pp |
| Employer contribution / active EE | $3,201 | $5,275-39.3% | $4,343-26.3% | $4,661-31.3% |
| Participant deferral / active EE | $3,301 | $6,961-52.6% | $6,033-45.3% | $6,689-50.7% |
| Admin fee / account holder | $9,053 | $16,644-45.6% | $12,689-28.7% | $13,398-32.4% |