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 | $124,708 | $183,519-32.0% | $155,509-19.8% | $145,922-14.5% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 5.42% | 61.17%-55.7pp | 64.67%-59.2pp | 561.29%-555.9pp |
| Employer contribution / active EE | $1,592 | $5,313-70.0% | $4,672-65.9% | $4,660-65.8% |
| Participant deferral / active EE | $3,767 | $6,462-41.7% | $5,626-33.0% | $6,688-43.7% |
| Admin fee / account holder | $219,371 | $19,313+1035.9% | $15,912+1278.6% | $13,397+1537.5% |