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 | $73,305 | $176,056-58.4% | $159,436-54.0% | $167,490-56.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 1.26% | 331.75%-330.5pp | 263.57%-262.3pp | 478.56%-477.3pp |
| Employer contribution / active EE | $13,755 | $5,297+159.7% | $4,829+184.8% | $4,837+184.4% |
| Participant deferral / active EE | $6,297 | $7,750-18.8% | $7,352-14.4% | $6,341-0.7% |
| Admin fee / account holder | $40,862 | $12,554+225.5% | $10,799+278.4% | $12,309+232.0% |