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 5-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 | $37,453 | $217,402-82.8% | $185,823-79.8% | $167,490-77.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 4.77% | 148.36%-143.6pp | 122.05%-117.3pp | 478.56%-473.8pp |
| Employer contribution / active EE | $1,699 | $5,873-71.1% | $5,167-67.1% | $4,837-64.9% |
| Participant deferral / active EE | $4,671 | $6,356-26.5% | $5,568-16.1% | $6,341-26.3% |
| Admin fee / account holder | $55,105 | $19,811+178.2% | $16,237+239.4% | $12,309+347.7% |