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 | $134,122 | $180,749-25.8% | $160,784-16.6% | $137,256-2.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 3.89% | 2234.46%-2230.6pp | 1803.92%-1800.0pp | 220.34%-216.5pp |
| Employer contribution / active EE | $4,112 | $4,155-1.0% | $3,733+10.2% | $4,156-1.1% |
| Participant deferral / active EE | $1,498 | $6,844-78.1% | $6,293-76.2% | $6,407-76.6% |
| Admin fee / account holder | $48,181 | $10,397+363.4% | $9,717+395.8% | $12,270+292.7% |