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 8-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 | $47,132 | $155,788-69.7% | $124,672-62.2% | $167,490-71.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 2.05% | 17.97%-15.9pp | 5142.93%-5140.9pp | 478.56%-476.5pp |
| Employer contribution / active EE | $3,473 | $4,163-16.6% | $3,324+4.5% | $4,837-28.2% |
| Participant deferral / active EE | $2,896 | $5,673-49.0% | $4,614-37.2% | $6,341-54.3% |
| Admin fee / account holder | $4,000 | $9,531-58.0% | $7,493-46.6% | $12,309-67.5% |