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 | $143,062 | $100,852+41.9% | $90,404+58.2% | $158,922-10.0% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 0.83% | 1724.20%-1723.4pp | 1293.02%-1292.2pp | 302.83%-302.0pp |
| Employer contribution / active EE | $8,600 | $3,689+133.2% | $3,262+163.6% | $4,761+80.6% |
| Participant deferral / active EE | $8,600 | $4,348+97.8% | $3,963+117.0% | $5,982+43.8% |
| Admin fee / account holder | $122,717 | $6,501+1787.6% | $5,611+2087.1% | $11,246+991.2% |