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 | $17,496 | $74,888-76.6% | $71,209-75.4% | $142,382-87.7% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 5.76% | 345.14%-339.4pp | 282.51%-276.7pp | 217.08%-211.3pp |
| Employer contribution / active EE | $5,873 | $2,854+105.7% | $2,721+115.8% | $4,299+36.6% |
| Participant deferral / active EE | $6,769 | $4,454+52.0% | $4,175+62.1% | $6,507+4.0% |
| Admin fee / account holder | $211,212 | $5,568+3693.1% | $5,349+3848.8% | $12,624+1573.1% |