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 8-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 | $30,984 | $176,056-82.4% | $159,436-80.6% | $167,490-81.5% |
| Participation rate | 71.4% | 84.9%-13.5pp | 82.8%-11.4pp | 82.1%-10.7pp |
| Annual return | 2.52% | 331.75%-329.2pp | 263.57%-261.0pp | 478.56%-476.0pp |
| Employer contribution / active EE | $3,263 | $5,297-38.4% | $4,829-32.4% | $4,837-32.6% |
| Participant deferral / active EE | $2,756 | $7,750-64.4% | $7,352-62.5% | $6,341-56.5% |
| Admin fee / account holder | $114,047 | $12,554+808.5% | $10,799+956.1% | $12,309+826.5% |