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 | $26,474 | $112,096-76.4% | $95,952-72.4% | $158,922-83.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 5.29% | 171.09%-165.8pp | 91.61%-86.3pp | 302.83%-297.5pp |
| Employer contribution / active EE | $4,713 | $3,198+47.4% | $2,541+85.5% | $4,761-1.0% |
| Participant deferral / active EE | $2,017 | $4,784-57.8% | $4,167-51.6% | $5,982-66.3% |
| Admin fee / account holder | $10,473 | $10,130+3.4% | $6,795+54.1% | $11,246-6.9% |