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 | $67,134 | $63,346+6.0% | $92,233-27.2% | $70,131-4.3% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 10.01% | 530.12%-520.1pp | 176.28%-166.3pp | 73.14%-63.1pp |
| Employer contribution / active EE | $1,803 | $2,471-27.0% | $3,679-51.0% | $2,342-23.0% |
| Participant deferral / active EE | $2,407 | $2,854-15.6% | $3,897-38.2% | $3,332-27.7% |
| Admin fee / account holder | $23,154 | $3,840+502.9% | $5,194+345.8% | $4,645+398.4% |