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 | $35,471 | $102,966-65.6% | $90,281-60.7% | $152,861-76.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 1.72% | 95.16%-93.4pp | 78.10%-76.4pp | 345.32%-343.6pp |
| Employer contribution / active EE | $2,163 | $3,139-31.1% | $2,854-24.2% | $4,762-54.6% |
| Participant deferral / active EE | $2,200 | $4,281-48.6% | $3,885-43.4% | $5,850-62.4% |
| Admin fee / account holder | $4,655 | $6,171-24.6% | $5,351-13.0% | $11,596-59.9% |