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 | $79,279 | $112,096-29.3% | $95,952-17.4% | $158,922-50.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 2.25% | 171.09%-168.8pp | 91.61%-89.4pp | 302.83%-300.6pp |
| Employer contribution / active EE | $5,910 | $3,198+84.8% | $2,541+132.6% | $4,761+24.1% |
| Participant deferral / active EE | $7,452 | $4,784+55.8% | $4,167+78.8% | $5,982+24.6% |
| Admin fee / account holder | $22,673 | $10,130+123.8% | $6,795+233.7% | $11,246+101.6% |