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 | $72,124 | $150,440-52.1% | $136,294-47.1% | $147,584-51.1% |
| Participation rate | 84.6% | 84.4%+0.2pp | 81.9%+2.7pp | 82.8%+1.8pp |
| Annual return | 0.77% | 1049.08%-1048.3pp | 5155.94%-5155.2pp | 578.55%-577.8pp |
| Employer contribution / active EE | $2,617 | $5,256-50.2% | $4,695-44.3% | $4,876-46.3% |
| Participant deferral / active EE | $8,347 | $6,630+25.9% | $6,247+33.6% | $5,439+53.5% |
| Admin fee / account holder | $63,563 | $10,905+482.9% | $9,243+587.7% | $10,885+483.9% |