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 | $117,837 | $148,534-20.7% | $135,903-13.3% | $139,434-15.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 1.80% | 79.19%-77.4pp | 68.23%-66.4pp | 372.94%-371.1pp |
| Employer contribution / active EE | $4,278 | $5,243-18.4% | $4,856-11.9% | $4,751-10.0% |
| Participant deferral / active EE | $5,763 | $8,100-28.9% | $7,758-25.7% | $6,710-14.1% |
| Admin fee / account holder | $40,832 | $12,400+229.3% | $10,762+279.4% | $11,403+258.1% |