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 | $43,047 | $102,382-58.0% | $147,005-70.7% | $80,874-46.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 10.18% | 134.89%-124.7pp | 418.76%-408.6pp | 35.62%-25.4pp |
| Employer contribution / active EE | $1,383 | $3,715-62.8% | $4,934-72.0% | $2,756-49.8% |
| Participant deferral / active EE | $7,077 | $6,646+6.5% | $8,070-12.3% | $4,297+64.7% |
| Admin fee / account holder | $21,572 | $7,942+171.6% | $13,006+65.9% | $6,935+211.0% |