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 | $26,794 | $100,852-73.4% | $90,404-70.4% | $158,922-83.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 5.72% | 1724.20%-1718.5pp | 1293.02%-1287.3pp | 302.83%-297.1pp |
| Employer contribution / active EE | $1,537 | $3,689-58.3% | $3,262-52.9% | $4,761-67.7% |
| Participant deferral / active EE | $2,987 | $4,348-31.3% | $3,963-24.6% | $5,982-50.1% |
| Admin fee / account holder | $5,691 | $6,501-12.5% | $5,611+1.4% | $11,246-49.4% |