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 | $52,278 | $114,381-54.3% | $107,525-51.4% | $142,382-63.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 0.16% | 242.71%-242.5pp | 181.32%-181.2pp | 217.08%-216.9pp |
| Employer contribution / active EE | $2,200 | $4,015-45.2% | $3,754-41.4% | $4,299-48.8% |
| Participant deferral / active EE | $3,283 | $5,564-41.0% | $5,116-35.8% | $6,507-49.5% |
| Admin fee / account holder | $115,077 | $9,860+1067.1% | $8,919+1190.3% | $12,624+811.6% |