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 | $73,580 | $109,817-33.0% | $98,442-25.3% | $167,490-56.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 5.86% | 1956.69%-1950.8pp | 1492.73%-1486.9pp | 478.56%-472.7pp |
| Employer contribution / active EE | $3,916 | $3,224+21.5% | $2,960+32.3% | $4,837-19.1% |
| Participant deferral / active EE | $2,657 | $4,673-43.1% | $4,276-37.9% | $6,341-58.1% |
| Admin fee / account holder | $36,459 | $6,753+439.9% | $5,949+512.8% | $12,309+196.2% |