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 | $132,535 | $192,717-31.2% | $142,449-7.0% | $139,434-4.9% |
| Participation rate | 0.0% | 81.5%-81.5pp | 76.8%-76.8pp | 80.3%-80.3pp |
| Annual return | 5.21% | 17.99%-12.8pp | 19.99%-14.8pp | 372.94%-367.7pp |
| Employer contribution / active EE | $0 | $5,806-100.0% | $4,847-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $0 | $7,208-100.0% | $6,283-100.0% | $6,710-100.0% |
| Admin fee / account holder | $699 | $15,124-95.4% | $10,011-93.0% | $11,403-93.9% |