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 9-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 | $88,160 | $180,749-51.2% | $160,784-45.2% | $137,256-35.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 6.45% | 2234.46%-2228.0pp | 1803.92%-1797.5pp | 220.34%-213.9pp |
| Employer contribution / active EE | $2,246 | $4,155-45.9% | $3,733-39.8% | $4,156-46.0% |
| Participant deferral / active EE | $3,926 | $6,844-42.6% | $6,293-37.6% | $6,407-38.7% |
| Admin fee / account holder | $88,293 | $10,397+749.2% | $9,717+808.6% | $12,270+619.6% |