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 | $74,016 | $102,966-28.1% | $90,281-18.0% | $152,861-51.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 2.23% | 95.16%-92.9pp | 78.10%-75.9pp | 345.32%-343.1pp |
| Employer contribution / active EE | $4,961 | $3,139+58.1% | $2,854+73.8% | $4,762+4.2% |
| Participant deferral / active EE | $7,195 | $4,281+68.0% | $3,885+85.2% | $5,850+23.0% |
| Admin fee / account holder | $31,323 | $6,171+407.6% | $5,351+485.3% | $11,596+170.1% |