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 | $137,615 | $202,318-32.0% | $172,739-20.3% | $152,861-10.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 0.15% | 1029.65%-1029.5pp | 802.84%-802.7pp | 345.32%-345.2pp |
| Employer contribution / active EE | $2,347 | $5,856-59.9% | $5,143-54.4% | $4,762-50.7% |
| Participant deferral / active EE | $5,179 | $5,948-12.9% | $5,198-0.4% | $5,850-11.5% |
| Admin fee / account holder | $22,078 | $17,109+29.0% | $13,954+58.2% | $11,596+90.4% |