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 | $90,342 | $100,852-10.4% | $90,404-0.1% | $158,922-43.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 3.19% | 1724.20%-1721.0pp | 1293.02%-1289.8pp | 302.83%-299.6pp |
| Employer contribution / active EE | $5,135 | $3,689+39.2% | $3,262+57.4% | $4,761+7.9% |
| Participant deferral / active EE | $3,083 | $4,348-29.1% | $3,963-22.2% | $5,982-48.5% |
| Admin fee / account holder | $231,242 | $6,501+3457.0% | $5,611+4021.4% | $11,246+1956.3% |