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 | $96,420 | $159,602-39.6% | $150,045-35.7% | $142,382-32.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 5.73% | 70.24%-64.5pp | 62.55%-56.8pp | 217.08%-211.3pp |
| Employer contribution / active EE | $4,403 | $4,961-11.2% | $4,693-6.2% | $4,299+2.4% |
| Participant deferral / active EE | $13,843 | $8,310+66.6% | $7,997+73.1% | $6,507+112.7% |
| Admin fee / account holder | $71,454 | $14,846+381.3% | $13,435+431.9% | $12,624+466.0% |