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 | $48,275 | $171,865-71.9% | $149,718-67.8% | $147,584-67.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 7.37% | 2113.22%-2105.8pp | 1501.63%-1494.3pp | 578.55%-571.2pp |
| Employer contribution / active EE | $1,940 | $6,275-69.1% | $5,445-64.4% | $4,876-60.2% |
| Participant deferral / active EE | $3,293 | $7,271-54.7% | $6,569-49.9% | $5,439-39.4% |
| Admin fee / account holder | $155,476 | $13,799+1026.7% | $11,283+1278.0% | $10,885+1328.3% |