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 | $58,332 | $100,852-42.2% | $90,404-35.5% | $158,922-63.3% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 2.17% | 1724.20%-1722.0pp | 1293.02%-1290.8pp | 302.83%-300.7pp |
| Employer contribution / active EE | $6,313 | $3,689+71.1% | $3,262+93.5% | $4,761+32.6% |
| Participant deferral / active EE | $3,003 | $4,348-30.9% | $3,963-24.2% | $5,982-49.8% |
| Admin fee / account holder | $8,835 | $6,501+35.9% | $5,611+57.5% | $11,246-21.4% |