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 | $28,147 | $217,402-87.1% | $185,823-84.9% | $167,490-83.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 0.42% | 148.36%-147.9pp | 122.05%-121.6pp | 478.56%-478.1pp |
| Employer contribution / active EE | $1,510 | $5,873-74.3% | $5,167-70.8% | $4,837-68.8% |
| Participant deferral / active EE | $2,889 | $6,356-54.6% | $5,568-48.1% | $6,341-54.4% |
| Admin fee / account holder | $18,998 | $19,811-4.1% | $16,237+17.0% | $12,309+54.3% |