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 | $52,473 | $152,587-65.6% | $125,175-58.1% | $152,861-65.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 1.29% | 54.84%-53.5pp | 43.79%-42.5pp | 345.32%-344.0pp |
| Employer contribution / active EE | $2,747 | $4,946-44.5% | $3,865-28.9% | $4,762-42.3% |
| Participant deferral / active EE | $3,230 | $5,868-45.0% | $4,937-34.6% | $5,850-44.8% |
| Admin fee / account holder | $18,548 | $13,434+38.1% | $9,702+91.2% | $11,596+59.9% |