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 | $59,299 | $72,071-17.7% | $68,368-13.3% | $137,256-56.8% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 2.30% | 353.14%-350.8pp | 292.57%-290.3pp | 220.34%-218.0pp |
| Employer contribution / active EE | $4,080 | $2,788+46.3% | $2,649+54.0% | $4,156-1.8% |
| Participant deferral / active EE | $7,886 | $4,410+78.8% | $4,123+91.3% | $6,407+23.1% |
| Admin fee / account holder | $19,128 | $5,336+258.5% | $5,150+271.4% | $12,270+55.9% |