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 | $44,283 | $165,335-73.2% | $149,696-70.4% | $158,922-72.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.05% | 348.15%-348.1pp | 276.60%-276.5pp | 302.83%-302.8pp |
| Employer contribution / active EE | $6,896 | $5,103+35.1% | $4,644+48.5% | $4,761+44.8% |
| Participant deferral / active EE | $6,456 | $7,181-10.1% | $6,842-5.6% | $5,982+7.9% |
| Admin fee / account holder | $35,688 | $10,807+230.2% | $9,309+283.4% | $11,246+217.4% |