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 | $22,045 | $159,934-86.2% | $147,005-85.0% | $145,959-84.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 4.45% | 98.24%-93.8pp | 418.76%-414.3pp | 561.95%-557.5pp |
| Employer contribution / active EE | $3,816 | $5,287-27.8% | $4,934-22.7% | $4,661-18.1% |
| Participant deferral / active EE | $4,525 | $8,427-46.3% | $8,070-43.9% | $6,689-32.3% |
| Admin fee / account holder | $50,834 | $15,053+237.7% | $13,006+290.8% | $13,398+279.4% |