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 | $69,942 | $152,587-54.2% | $125,175-44.1% | $152,861-54.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 1.08% | 54.84%-53.8pp | 43.79%-42.7pp | 345.32%-344.2pp |
| Employer contribution / active EE | $13,698 | $4,946+176.9% | $3,865+254.4% | $4,762+187.6% |
| Participant deferral / active EE | $12,803 | $5,868+118.2% | $4,937+159.3% | $5,850+118.8% |
| Admin fee / account holder | $48,992 | $13,434+264.7% | $9,702+405.0% | $11,596+322.5% |