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 | $127,518 | $165,984-23.2% | $164,813-22.6% | $145,922-12.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.70% | 100.03%-91.3pp | 69.93%-61.2pp | 561.29%-552.6pp |
| Employer contribution / active EE | $2,997 | $5,273-43.2% | $4,341-31.0% | $4,660-35.7% |
| Participant deferral / active EE | $3,992 | $6,959-42.6% | $6,031-33.8% | $6,688-40.3% |
| Admin fee / account holder | $2,718 | $16,648-83.7% | $12,690-78.6% | $13,397-79.7% |