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 | $124,955 | $210,648-40.7% | $177,989-29.8% | $145,922-14.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 2.34% | 385.86%-383.5pp | 294.48%-292.1pp | 561.29%-558.9pp |
| Employer contribution / active EE | $1,292 | $4,565-71.7% | $3,949-67.3% | $4,660-72.3% |
| Participant deferral / active EE | $3,793 | $6,958-45.5% | $6,276-39.6% | $6,688-43.3% |
| Admin fee / account holder | $69,061 | $12,013+474.9% | $10,363+566.4% | $13,397+415.5% |