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 | $43,367 | $104,974-58.7% | $95,585-54.6% | $142,382-69.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 6.24% | 210.33%-204.1pp | 38.56%-32.3pp | 217.08%-210.8pp |
| Employer contribution / active EE | $3,697 | $2,779+33.1% | $2,527+46.3% | $4,299-14.0% |
| Participant deferral / active EE | $4,956 | $4,352+13.9% | $4,023+23.2% | $6,507-23.8% |
| Admin fee / account holder | $58,583 | $6,386+817.4% | $6,127+856.1% | $12,624+364.1% |