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 | $43,759 | $114,381-61.7% | $107,525-59.3% | $142,382-69.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 8.07% | 242.71%-234.6pp | 181.32%-173.2pp | 217.08%-209.0pp |
| Employer contribution / active EE | $992 | $4,015-75.3% | $3,754-73.6% | $4,299-76.9% |
| Participant deferral / active EE | $2,044 | $5,564-63.3% | $5,116-60.0% | $6,507-68.6% |
| Admin fee / account holder | $152,697 | $9,860+1448.6% | $8,919+1612.1% | $12,624+1109.6% |