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 | $45,661 | $155,788-70.7% | $124,672-63.4% | $167,490-72.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 4.77% | 17.97%-13.2pp | 5142.93%-5138.2pp | 478.56%-473.8pp |
| Employer contribution / active EE | $2,679 | $4,163-35.7% | $3,324-19.4% | $4,837-44.6% |
| Participant deferral / active EE | $3,155 | $5,673-44.4% | $4,614-31.6% | $6,341-50.2% |
| Admin fee / account holder | $8,517 | $9,531-10.6% | $7,493+13.7% | $12,309-30.8% |