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 | $72,071-70.3% | $68,368-68.7% | $137,256-84.4% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.8%-3.8pp | 80.0%-10.0pp |
| Annual return | 1.94% | 353.14%-351.2pp | 292.57%-290.6pp | 220.34%-218.4pp |
| Employer contribution / active EE | $981 | $2,788-64.8% | $2,649-63.0% | $4,156-76.4% |
| Participant deferral / active EE | $5,469 | $4,410+24.0% | $4,123+32.7% | $6,407-14.6% |
| Admin fee / account holder | $160,817 | $5,336+2914.1% | $5,150+3022.8% | $12,270+1210.6% |