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 | $35,077 | $100,852-65.2% | $90,404-61.2% | $158,922-77.9% |
| Participation rate | 94.7% | 75.0%+19.7pp | 72.7%+22.1pp | 82.0%+12.8pp |
| Annual return | 5.44% | 1724.20%-1718.8pp | 1293.02%-1287.6pp | 302.83%-297.4pp |
| Employer contribution / active EE | $1,606 | $3,689-56.5% | $3,262-50.8% | $4,761-66.3% |
| Participant deferral / active EE | $5,173 | $4,348+19.0% | $3,963+30.5% | $5,982-13.5% |
| Admin fee / account holder | $16,940 | $6,501+160.6% | $5,611+201.9% | $11,246+50.6% |