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 | $87,202 | $100,852-13.5% | $90,404-3.5% | $158,922-45.1% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.7%+14.8pp | 82.0%+5.5pp |
| Annual return | 4.80% | 1724.20%-1719.4pp | 1293.02%-1288.2pp | 302.83%-298.0pp |
| Employer contribution / active EE | $2,889 | $3,689-21.7% | $3,262-11.4% | $4,761-39.3% |
| Participant deferral / active EE | $2,561 | $4,348-41.1% | $3,963-35.4% | $5,982-57.2% |
| Admin fee / account holder | $31,923 | $6,501+391.0% | $5,611+469.0% | $11,246+183.9% |