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 | $63,784 | $114,381-44.2% | $107,525-40.7% | $142,382-55.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 3.83% | 242.71%-238.9pp | 181.32%-177.5pp | 217.08%-213.2pp |
| Employer contribution / active EE | $3,439 | $4,015-14.3% | $3,754-8.4% | $4,299-20.0% |
| Participant deferral / active EE | $3,607 | $5,564-35.2% | $5,116-29.5% | $6,507-44.6% |
| Admin fee / account holder | $53,149 | $9,860+439.0% | $8,919+495.9% | $12,624+321.0% |