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 | $78,363 | $83,337-6.0% | $67,834+15.5% | $273,961-71.4% |
| Participation rate | 75.0% | 76.4%-1.4pp | 68.8%+6.2pp | 83.0%-8.0pp |
| Annual return | 1.39% | 259.45%-258.1pp | 138.47%-137.1pp | 41.45%-40.1pp |
| Employer contribution / active EE | $2,159 | $3,287-34.3% | $2,403-10.2% | $4,869-55.7% |
| Participant deferral / active EE | $12,460 | $4,088+204.8% | $3,160+294.3% | $5,287+135.7% |
| Admin fee / account holder | $207,120 | $6,752+2967.6% | $4,622+4380.9% | $10,132+1944.2% |