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 | $79,538 | $154,117-48.4% | $129,995-38.8% | $139,434-43.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 6.28% | 32.48%-26.2pp | -137.18%+143.5pp | 372.94%-366.7pp |
| Employer contribution / active EE | $2,156 | $5,289-59.2% | $4,320-50.1% | $4,751-54.6% |
| Participant deferral / active EE | $5,027 | $6,710-25.1% | $5,820-13.6% | $6,710-25.1% |
| Admin fee / account holder | $151,480 | $14,007+981.5% | $10,614+1327.1% | $11,403+1228.5% |