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 | $50,881 | $102,245-50.2% | $89,340-43.0% | $137,256-62.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 4.75% | 21.89%-17.1pp | 20.57%-15.8pp | 220.34%-215.6pp |
| Employer contribution / active EE | $1,389 | $2,529-45.1% | $2,231-37.8% | $4,156-66.6% |
| Participant deferral / active EE | $2,523 | $4,436-43.1% | $3,823-34.0% | $6,407-60.6% |
| Admin fee / account holder | $109,509 | $8,085+1254.4% | $6,704+1533.6% | $12,270+792.5% |