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 | $64,016 | $99,020-35.3% | $86,590-26.1% | $147,584-56.6% |
| Participation rate | 78.6% | 76.3%+2.2pp | 73.5%+5.0pp | 82.8%-4.3pp |
| Annual return | 8.52% | 1312.34%-1303.8pp | 964.84%-956.3pp | 578.55%-570.0pp |
| Employer contribution / active EE | $79 | $3,132-97.5% | $2,839-97.2% | $4,876-98.4% |
| Participant deferral / active EE | $2,442 | $3,972-38.5% | $3,609-32.3% | $5,439-55.1% |
| Admin fee / account holder | $47,117 | $5,710+725.1% | $4,906+860.5% | $10,885+332.8% |