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 | $52,317 | $197,591-73.5% | $177,821-70.6% | $158,922-67.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 0.16% | 58.76%-58.6pp | 48.32%-48.2pp | 302.83%-302.7pp |
| Employer contribution / active EE | $3,290 | $6,697-50.9% | $5,918-44.4% | $4,761-30.9% |
| Participant deferral / active EE | $3,290 | $8,405-60.9% | $7,714-57.4% | $5,982-45.0% |
| Admin fee / account holder | $74,428 | $15,399+383.3% | $12,427+498.9% | $11,246+561.8% |