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 | $19,701 | $104,974-81.2% | $95,585-79.4% | $142,382-86.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 6.05% | 210.33%-204.3pp | 38.56%-32.5pp | 217.08%-211.0pp |
| Employer contribution / active EE | $1,834 | $2,779-34.0% | $2,527-27.4% | $4,299-57.3% |
| Participant deferral / active EE | $2,716 | $4,352-37.6% | $4,023-32.5% | $6,507-58.3% |
| Admin fee / account holder | $161,136 | $6,386+2423.2% | $6,127+2529.8% | $12,624+1176.5% |