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 | $74,035 | $183,592-59.7% | $155,567-52.4% | $145,959-49.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 3.53% | 61.24%-57.7pp | 64.74%-61.2pp | 561.95%-558.4pp |
| Employer contribution / active EE | $5,307 | $5,315-0.1% | $4,674+13.5% | $4,661+13.9% |
| Participant deferral / active EE | $10,615 | $6,464+64.2% | $5,628+88.6% | $6,689+58.7% |
| Admin fee / account holder | $700,308 | $19,318+3525.1% | $15,916+4299.9% | $13,398+5127.0% |