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 | $32,404 | $102,245-68.3% | $89,340-63.7% | $137,256-76.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 6.73% | 21.89%-15.2pp | 20.57%-13.8pp | 220.34%-213.6pp |
| Employer contribution / active EE | $2,694 | $2,529+6.5% | $2,231+20.7% | $4,156-35.2% |
| Participant deferral / active EE | $8,597 | $4,436+93.8% | $3,823+124.9% | $6,407+34.2% |
| Admin fee / account holder | $95,979 | $8,085+1087.1% | $6,704+1331.7% | $12,270+682.2% |