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 | $56,511 | $102,382-44.8% | $147,005-61.6% | $80,874-30.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 10.05% | 134.89%-124.8pp | 418.76%-408.7pp | 35.62%-25.6pp |
| Employer contribution / active EE | $3,175 | $3,715-14.5% | $4,934-35.7% | $2,756+15.2% |
| Participant deferral / active EE | $6,646 | $6,6460% | $8,070-17.6% | $4,297+54.7% |
| Admin fee / account holder | $22,190 | $7,942+179.4% | $13,006+70.6% | $6,935+220.0% |