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 | $139,825 | $210,648-33.6% | $177,989-21.4% | $145,922-4.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.19% | 385.86%-378.7pp | 294.48%-287.3pp | 561.29%-554.1pp |
| Employer contribution / active EE | $1,683 | $4,565-63.1% | $3,949-57.4% | $4,660-63.9% |
| Participant deferral / active EE | $4,188 | $6,958-39.8% | $6,276-33.3% | $6,688-37.4% |
| Admin fee / account holder | $559 | $12,013-95.3% | $10,363-94.6% | $13,397-95.8% |