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 | $18,963 | $177,572-89.3% | $154,803-87.8% | $142,382-86.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 2.22% | 65.07%-62.9pp | 58.88%-56.7pp | 217.08%-214.9pp |
| Employer contribution / active EE | $2,130 | $4,810-55.7% | $4,305-50.5% | $4,299-50.4% |
| Participant deferral / active EE | $3,360 | $6,272-46.4% | $5,540-39.4% | $6,507-48.4% |
| Admin fee / account holder | $78,442 | $16,786+367.3% | $14,329+447.4% | $12,624+521.4% |