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 | $36,643 | $165,984-77.9% | $164,813-77.8% | $145,922-74.9% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.6%+11.4pp | 80.3%+9.7pp |
| Annual return | 7.99% | 100.03%-92.0pp | 69.93%-61.9pp | 561.29%-553.3pp |
| Employer contribution / active EE | $2,254 | $5,273-57.3% | $4,341-48.1% | $4,660-51.6% |
| Participant deferral / active EE | $3,676 | $6,959-47.2% | $6,031-39.1% | $6,688-45.0% |
| Admin fee / account holder | $111,161 | $16,648+567.7% | $12,690+776.0% | $13,397+729.7% |