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 | $60,383 | $165,984-63.6% | $164,813-63.4% | $145,922-58.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 5.90% | 100.03%-94.1pp | 69.93%-64.0pp | 561.29%-555.4pp |
| Employer contribution / active EE | $2,586 | $5,273-51.0% | $4,341-40.4% | $4,660-44.5% |
| Participant deferral / active EE | $5,843 | $6,959-16.0% | $6,031-3.1% | $6,688-12.6% |
| Admin fee / account holder | $70,842 | $16,648+325.5% | $12,690+458.3% | $13,397+428.8% |