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 | $11,972 | $104,974-88.6% | $95,585-87.5% | $142,382-91.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 2.15% | 210.33%-208.2pp | 38.56%-36.4pp | 217.08%-214.9pp |
| Employer contribution / active EE | $1,035 | $2,779-62.8% | $2,527-59.1% | $4,299-75.9% |
| Participant deferral / active EE | $6,913 | $4,352+58.8% | $4,023+71.8% | $6,507+6.2% |
| Admin fee / account holder | $51,082 | $6,386+699.9% | $6,127+733.7% | $12,624+304.6% |