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 | $35,115 | $171,865-79.6% | $149,718-76.5% | $147,584-76.2% |
| Participation rate | 79.2% | 88.2%-9.0pp | 87.1%-7.9pp | 82.8%-3.7pp |
| Annual return | 1.74% | 2113.22%-2111.5pp | 1501.63%-1499.9pp | 578.55%-576.8pp |
| Employer contribution / active EE | $3,892 | $6,275-38.0% | $5,445-28.5% | $4,876-20.2% |
| Participant deferral / active EE | $0 | $7,271-100.0% | $6,569-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,009 | $13,799-92.7% | $11,283-91.1% | $10,885-90.7% |