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 | $157,825 | $198,466-20.5% | $170,442-7.4% | $147,584+6.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 6.33% | 257.29%-251.0pp | 205.93%-199.6pp | 578.55%-572.2pp |
| Employer contribution / active EE | $2,000 | $6,184-67.7% | $5,433-63.2% | $4,876-59.0% |
| Participant deferral / active EE | $5,452 | $5,629-3.1% | $4,939+10.4% | $5,439+0.2% |
| Admin fee / account holder | $920 | $16,852-94.5% | $13,880-93.4% | $10,885-91.5% |