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 | $53,073 | $65,409-18.9% | $98,442-46.1% | $85,850-38.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 10.89% | 21.76%-10.9pp | 1492.73%-1481.8pp | 318.53%-307.6pp |
| Employer contribution / active EE | $1,825 | $2,168-15.8% | $2,960-38.3% | $2,565-28.8% |
| Participant deferral / active EE | $4,483 | $3,166+41.6% | $4,276+4.8% | $3,952+13.5% |
| Admin fee / account holder | $2,868 | $4,593-37.6% | $5,949-51.8% | $6,260-54.2% |