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 | $98,978 | $144,119-31.3% | $117,854-16.0% | $147,584-32.9% |
| Participation rate | 85.7% | 83.4%+2.3pp | 79.7%+6.1pp | 82.8%+2.9pp |
| Annual return | 5.76% | 531.15%-525.4pp | 335.08%-329.3pp | 578.55%-572.8pp |
| Employer contribution / active EE | $0 | $4,896-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,682 | $5,316-68.4% | $4,482-62.5% | $5,439-69.1% |
| Admin fee / account holder | $243,632 | $10,886+2138.1% | $8,020+2937.8% | $10,885+2138.2% |