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 | $81,006 | $176,662-54.1% | $130,648-38.0% | $152,861-47.0% |
| Participation rate | 70.0% | 79.0%-9.0pp | 71.7%-1.7pp | 82.4%-12.4pp |
| Annual return | 3.27% | 2692.24%-2689.0pp | 1708.96%-1705.7pp | 345.32%-342.1pp |
| Employer contribution / active EE | $0 | $5,742-100.0% | $4,092-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,697 | $4,361-61.1% | $3,603-52.9% | $5,850-71.0% |
| Admin fee / account holder | $1,500 | $7,133-79.0% | $5,464-72.5% | $11,596-87.1% |