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 | $21,381 | $74,888-71.4% | $71,209-70.0% | $142,382-85.0% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.8%-3.8pp | 80.1%-10.1pp |
| Annual return | 1.94% | 345.14%-343.2pp | 282.51%-280.6pp | 217.08%-215.1pp |
| Employer contribution / active EE | $981 | $2,854-65.6% | $2,721-63.9% | $4,299-77.2% |
| Participant deferral / active EE | $5,469 | $4,454+22.8% | $4,175+31.0% | $6,507-16.0% |
| Admin fee / account holder | $160,817 | $5,568+2788.1% | $5,349+2906.6% | $12,624+1173.9% |