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 | $35,807 | $109,817-67.4% | $98,442-63.6% | $167,490-78.6% |
| Participation rate | 87.5% | 75.8%+11.7pp | 73.3%+14.2pp | 82.1%+5.4pp |
| Annual return | 6.73% | 1956.69%-1950.0pp | 1492.73%-1486.0pp | 478.56%-471.8pp |
| Employer contribution / active EE | $2,316 | $3,224-28.2% | $2,960-21.7% | $4,837-52.1% |
| Participant deferral / active EE | $4,954 | $4,673+6.0% | $4,276+15.8% | $6,341-21.9% |
| Admin fee / account holder | $51,582 | $6,753+663.9% | $5,949+767.0% | $12,309+319.1% |