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 | $128,683 | $171,865-25.1% | $149,718-14.0% | $147,584-12.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 0.75% | 2113.22%-2112.5pp | 1501.63%-1500.9pp | 578.55%-577.8pp |
| Employer contribution / active EE | $4,267 | $6,275-32.0% | $5,445-21.6% | $4,876-12.5% |
| Participant deferral / active EE | $2,779 | $7,271-61.8% | $6,569-57.7% | $5,439-48.9% |
| Admin fee / account holder | $67,007 | $13,799+385.6% | $11,283+493.9% | $10,885+515.6% |