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 | $59,356 | $209,411-71.7% | $178,490-66.7% | $158,922-62.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 1.87% | 188.75%-186.9pp | 151.07%-149.2pp | 302.83%-301.0pp |
| Employer contribution / active EE | $1,430 | $5,706-74.9% | $5,011-71.5% | $4,761-70.0% |
| Participant deferral / active EE | $23,350 | $5,954+292.2% | $5,202+348.9% | $5,982+290.3% |
| Admin fee / account holder | $50,000 | $17,074+192.8% | $13,984+257.6% | $11,246+344.6% |