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 | $64,702 | $144,119-55.1% | $117,854-45.1% | $147,584-56.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 1.10% | 531.15%-530.0pp | 335.08%-334.0pp | 578.55%-577.4pp |
| Employer contribution / active EE | $1,837 | $4,896-62.5% | $3,786-51.5% | $4,876-62.3% |
| Participant deferral / active EE | $4,073 | $5,316-23.4% | $4,482-9.1% | $5,439-25.1% |
| Admin fee / account holder | $4,222 | $10,886-61.2% | $8,020-47.4% | $10,885-61.2% |