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 | $38,944 | $74,888-48.0% | $71,209-45.3% | $142,382-72.6% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.1%+8.8pp |
| Annual return | 3.52% | 345.14%-341.6pp | 282.51%-279.0pp | 217.08%-213.6pp |
| Employer contribution / active EE | $2,482 | $2,854-13.1% | $2,721-8.8% | $4,299-42.3% |
| Participant deferral / active EE | $6,062 | $4,454+36.1% | $4,175+45.2% | $6,507-6.8% |
| Admin fee / account holder | $163,622 | $5,568+2838.4% | $5,349+2959.0% | $12,624+1196.1% |