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 | $94,882 | $109,817-13.6% | $98,442-3.6% | $167,490-43.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 1.88% | 1956.69%-1954.8pp | 1492.73%-1490.8pp | 478.56%-476.7pp |
| Employer contribution / active EE | $2,030 | $3,224-37.0% | $2,960-31.4% | $4,837-58.0% |
| Participant deferral / active EE | $9,750 | $4,673+108.6% | $4,276+128.0% | $6,341+53.8% |
| Admin fee / account holder | $342 | $6,753-94.9% | $5,949-94.3% | $12,309-97.2% |