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 | $36,006 | $97,744-63.2% | $103,476-65.2% | $145,922-75.3% |
| Participation rate | 90.9% | 81.1%+9.8pp | 80.5%+10.4pp | 80.3%+10.6pp |
| Annual return | 2.20% | 25.41%-23.2pp | 23.90%-21.7pp | 561.29%-559.1pp |
| Employer contribution / active EE | $7,511 | $4,677+60.6% | $4,672+60.8% | $4,660+61.2% |
| Participant deferral / active EE | $6,510 | $6,603-1.4% | $6,623-1.7% | $6,688-2.7% |
| Admin fee / account holder | $72,235 | $12,515+477.2% | $9,413+667.4% | $13,397+439.2% |