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 | $29,858 | $58,208-48.7% | $81,812-63.5% | $80,856-63.1% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 9.18% | 41.66%-32.5pp | 773.79%-764.6pp | 35.59%-26.4pp |
| Employer contribution / active EE | $2,105 | $2,340-10.0% | $2,912-27.7% | $2,755-23.6% |
| Participant deferral / active EE | $2,739 | $3,281-16.5% | $4,319-36.6% | $4,296-36.2% |
| Admin fee / account holder | $3,968 | $4,981-20.3% | $7,386-46.3% | $6,918-42.6% |