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 | $57,332 | $198,466-71.1% | $170,442-66.4% | $147,584-61.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 2.34% | 257.29%-255.0pp | 205.93%-203.6pp | 578.55%-576.2pp |
| Employer contribution / active EE | $1,331 | $6,184-78.5% | $5,433-75.5% | $4,876-72.7% |
| Participant deferral / active EE | $4,392 | $5,629-22.0% | $4,939-11.1% | $5,439-19.3% |
| Admin fee / account holder | $1,007 | $16,852-94.0% | $13,880-92.7% | $10,885-90.7% |