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 | $82,564 | $180,749-54.3% | $160,784-48.6% | $137,256-39.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 6.60% | 2234.46%-2227.9pp | 1803.92%-1797.3pp | 220.34%-213.7pp |
| Employer contribution / active EE | $2,616 | $4,155-37.0% | $3,733-29.9% | $4,156-37.1% |
| Participant deferral / active EE | $3,155 | $6,844-53.9% | $6,293-49.9% | $6,407-50.8% |
| Admin fee / account holder | $2,795 | $10,397-73.1% | $9,717-71.2% | $12,270-77.2% |