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 | $44,376 | $217,402-79.6% | $185,823-76.1% | $167,490-73.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 3.81% | 148.36%-144.6pp | 122.05%-118.2pp | 478.56%-474.7pp |
| Employer contribution / active EE | $2,807 | $5,873-52.2% | $5,167-45.7% | $4,837-42.0% |
| Participant deferral / active EE | $6,125 | $6,356-3.6% | $5,568+10.0% | $6,341-3.4% |
| Admin fee / account holder | $122,476 | $19,811+518.2% | $16,237+654.3% | $12,309+895.0% |