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 | $65,818 | $150,440-56.2% | $136,294-51.7% | $147,584-55.4% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 1.02% | 1049.08%-1048.1pp | 5155.94%-5154.9pp | 578.55%-577.5pp |
| Employer contribution / active EE | $1,349 | $5,256-74.3% | $4,695-71.3% | $4,876-72.3% |
| Participant deferral / active EE | $6,145 | $6,630-7.3% | $6,247-1.6% | $5,439+13.0% |
| Admin fee / account holder | $1,199 | $10,905-89.0% | $9,243-87.0% | $10,885-89.0% |