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 | $119,273 | $176,812-32.5% | $146,665-18.7% | $167,490-28.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 8.17% | 24.03%-15.9pp | 22.74%-14.6pp | 478.56%-470.4pp |
| Employer contribution / active EE | $1,971 | $5,160-61.8% | $4,136-52.4% | $4,837-59.3% |
| Participant deferral / active EE | $5,013 | $6,440-22.2% | $5,506-9.0% | $6,341-20.9% |
| Admin fee / account holder | $21,446 | $13,259+61.7% | $10,280+108.6% | $12,309+74.2% |