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 | $30,809 | $109,327-71.8% | $89,391-65.5% | $158,922-80.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 2.89% | 345.68%-342.8pp | 245.62%-242.7pp | 302.83%-299.9pp |
| Employer contribution / active EE | $3,346 | $3,170+5.6% | $2,586+29.4% | $4,761-29.7% |
| Participant deferral / active EE | $1,539 | $4,598-66.5% | $3,890-60.4% | $5,982-74.3% |
| Admin fee / account holder | $11,668 | $6,153+89.6% | $4,881+139.0% | $11,246+3.8% |