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 | $88,876 | $116,175-23.5% | $93,606-5.1% | $152,861-41.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 1.21% | 35.96%-34.8pp | 32.76%-31.6pp | 345.32%-344.1pp |
| Employer contribution / active EE | $1,566 | $3,218-51.3% | $2,718-42.4% | $4,762-67.1% |
| Participant deferral / active EE | $4,234 | $4,603-8.0% | $4,069+4.1% | $5,850-27.6% |
| Admin fee / account holder | $931 | $10,748-91.3% | $7,888-88.2% | $11,596-92.0% |