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 | $104,222 | $179,726-42.0% | $156,263-33.3% | $142,382-26.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 10.01% | 77.86%-67.8pp | 59.47%-49.5pp | 217.08%-207.1pp |
| Employer contribution / active EE | $1,490 | $5,069-70.6% | $4,333-65.6% | $4,299-65.3% |
| Participant deferral / active EE | $5,201 | $6,956-25.2% | $6,158-15.5% | $6,507-20.1% |
| Admin fee / account holder | $49,969 | $17,272+189.3% | $14,255+250.5% | $12,624+295.8% |