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 | $53,472 | $124,425-57.0% | $112,040-52.3% | $137,256-61.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 4.87% | 24.72%-19.8pp | 24.52%-19.6pp | 220.34%-215.5pp |
| Employer contribution / active EE | $2,418 | $3,411-29.1% | $2,954-18.1% | $4,156-41.8% |
| Participant deferral / active EE | $4,821 | $5,718-15.7% | $5,098-5.4% | $6,407-24.7% |
| Admin fee / account holder | $60,440 | $15,207+297.5% | $12,098+399.6% | $12,270+392.6% |