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 | $73,081 | $197,591-63.0% | $177,821-58.9% | $158,922-54.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 2.01% | 58.76%-56.7pp | 48.32%-46.3pp | 302.83%-300.8pp |
| Employer contribution / active EE | $4,431 | $6,697-33.8% | $5,918-25.1% | $4,761-6.9% |
| Participant deferral / active EE | $22,481 | $8,405+167.5% | $7,714+191.4% | $5,982+275.8% |
| Admin fee / account holder | $700,204 | $15,399+4447.0% | $12,427+5534.3% | $11,246+6126.4% |