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 | $100,507 | $197,591-49.1% | $177,821-43.5% | $158,922-36.8% |
| Participation rate | 95.5% | 88.5%+6.9pp | 87.7%+7.7pp | 82.0%+13.5pp |
| Annual return | 0.65% | 58.76%-58.1pp | 48.32%-47.7pp | 302.83%-302.2pp |
| Employer contribution / active EE | $3,182 | $6,697-52.5% | $5,918-46.2% | $4,761-33.2% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,982-100.0% |
| Admin fee / account holder | $2,196 | $15,399-85.7% | $12,427-82.3% | $11,246-80.5% |