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 | $30,357 | $159,602-81.0% | $150,045-79.8% | $142,382-78.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | -0.25% | 70.24%-70.5pp | 62.55%-62.8pp | 217.08%-217.3pp |
| Employer contribution / active EE | $8,798 | $4,961+77.4% | $4,693+87.5% | $4,299+104.6% |
| Participant deferral / active EE | $14,564 | $8,310+75.3% | $7,997+82.1% | $6,507+123.8% |
| Admin fee / account holder | $59,099 | $14,846+298.1% | $13,435+339.9% | $12,624+368.2% |