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 | $62,267 | $144,119-56.8% | $117,854-47.2% | $147,584-57.8% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.7%+3.7pp | 82.8%+0.5pp |
| Annual return | 3.17% | 531.15%-528.0pp | 335.08%-331.9pp | 578.55%-575.4pp |
| Employer contribution / active EE | $3,333 | $4,896-31.9% | $3,786-12.0% | $4,876-31.6% |
| Participant deferral / active EE | $5,548 | $5,316+4.4% | $4,482+23.8% | $5,439+2.0% |
| Admin fee / account holder | $120,655 | $10,886+1008.4% | $8,020+1404.4% | $10,885+1008.4% |