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 | $166,561 | $111,754+49.0% | $103,333+61.2% | $145,922+14.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.09% | 24.77%-17.7pp | 24.88%-17.8pp | 561.29%-554.2pp |
| Employer contribution / active EE | $1,500 | $4,212-64.4% | $3,868-61.2% | $4,660-67.8% |
| Participant deferral / active EE | $2,841 | $5,619-49.4% | $5,057-43.8% | $6,688-57.5% |
| Admin fee / account holder | $34,747 | $9,750+256.4% | $8,355+315.9% | $13,397+159.4% |