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 | $51,130 | $111,754-54.2% | $103,333-50.5% | $145,922-65.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 6.77% | 24.77%-18.0pp | 24.88%-18.1pp | 561.29%-554.5pp |
| Employer contribution / active EE | $860 | $4,212-79.6% | $3,868-77.8% | $4,660-81.6% |
| Participant deferral / active EE | $3,381 | $5,619-39.8% | $5,057-33.1% | $6,688-49.4% |
| Admin fee / account holder | $73,084 | $9,750+649.6% | $8,355+774.8% | $13,397+445.5% |