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 | $150,766 | $209,411-28.0% | $178,490-15.5% | $158,922-5.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.80% | 188.75%-184.0pp | 151.07%-146.3pp | 302.83%-298.0pp |
| Employer contribution / active EE | $8,053 | $5,706+41.1% | $5,011+60.7% | $4,761+69.1% |
| Participant deferral / active EE | $13,942 | $5,954+134.1% | $5,202+168.0% | $5,982+133.1% |
| Admin fee / account holder | $2,852 | $17,074-83.3% | $13,984-79.6% | $11,246-74.6% |