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 | $43,394 | $115,770-62.5% | $101,248-57.1% | $158,922-72.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 1.43% | 56.14%-54.7pp | 46.47%-45.0pp | 302.83%-301.4pp |
| Employer contribution / active EE | $19,025 | $4,175+355.7% | $3,660+419.9% | $4,761+299.6% |
| Participant deferral / active EE | $13,800 | $4,957+178.4% | $4,370+215.8% | $5,982+130.7% |
| Admin fee / account holder | $12,053 | $7,245+66.4% | $5,945+102.7% | $11,246+7.2% |