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 | $28,467 | $100,852-71.8% | $90,404-68.5% | $158,922-82.1% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.7%-1.3pp | 82.0%-10.5pp |
| Annual return | 2.32% | 1724.20%-1721.9pp | 1293.02%-1290.7pp | 302.83%-300.5pp |
| Employer contribution / active EE | $969 | $3,689-73.7% | $3,262-70.3% | $4,761-79.7% |
| Participant deferral / active EE | $4,369 | $4,348+0.5% | $3,963+10.2% | $5,982-27.0% |
| Admin fee / account holder | $35,892 | $6,501+452.1% | $5,611+539.7% | $11,246+219.2% |