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 | $88,101 | $102,966-14.4% | $90,281-2.4% | $152,861-42.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 4.73% | 95.16%-90.4pp | 78.10%-73.4pp | 345.32%-340.6pp |
| Employer contribution / active EE | $1,348 | $3,139-57.1% | $2,854-52.8% | $4,762-71.7% |
| Participant deferral / active EE | $2,643 | $4,281-38.3% | $3,885-32.0% | $5,850-54.8% |
| Admin fee / account holder | $17,840 | $6,171+189.1% | $5,351+233.4% | $11,596+53.8% |