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 | $115,049 | $217,402-47.1% | $185,823-38.1% | $167,490-31.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.39% | 148.36%-140.0pp | 122.05%-113.7pp | 478.56%-470.2pp |
| Employer contribution / active EE | $6,486 | $5,873+10.4% | $5,167+25.5% | $4,837+34.1% |
| Participant deferral / active EE | $6,478 | $6,356+1.9% | $5,568+16.3% | $6,341+2.2% |
| Admin fee / account holder | $142,347 | $19,811+618.5% | $16,237+776.7% | $12,309+1056.4% |