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 | $73,754 | $165,335-55.4% | $149,696-50.7% | $158,922-53.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 1.55% | 348.15%-346.6pp | 276.60%-275.1pp | 302.83%-301.3pp |
| Employer contribution / active EE | $1,417 | $5,103-72.2% | $4,644-69.5% | $4,761-70.2% |
| Participant deferral / active EE | $3,472 | $7,181-51.7% | $6,842-49.3% | $5,982-42.0% |
| Admin fee / account holder | $53,744 | $10,807+397.3% | $9,309+477.4% | $11,246+377.9% |