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 | $114,508 | $179,726-36.3% | $156,263-26.7% | $142,382-19.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 8.45% | 77.86%-69.4pp | 59.47%-51.0pp | 217.08%-208.6pp |
| Employer contribution / active EE | $2,948 | $5,069-41.9% | $4,333-32.0% | $4,299-31.4% |
| Participant deferral / active EE | $4,330 | $6,956-37.8% | $6,158-29.7% | $6,507-33.5% |
| Admin fee / account holder | $1,446 | $17,272-91.6% | $14,255-89.9% | $12,624-88.5% |