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 | $148,355 | $209,411-29.2% | $178,490-16.9% | $158,922-6.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.98% | 188.75%-183.8pp | 151.07%-146.1pp | 302.83%-297.8pp |
| Employer contribution / active EE | $10,639 | $5,706+86.4% | $5,011+112.3% | $4,761+123.5% |
| Participant deferral / active EE | $8,309 | $5,954+39.6% | $5,202+59.7% | $5,982+38.9% |
| Admin fee / account holder | $10,863 | $17,074-36.4% | $13,984-22.3% | $11,246-3.4% |