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 | $118,236 | $180,749-34.6% | $160,784-26.5% | $137,256-13.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 8.71% | 2234.46%-2225.8pp | 1803.92%-1795.2pp | 220.34%-211.6pp |
| Employer contribution / active EE | $3,437 | $4,155-17.3% | $3,733-7.9% | $4,156-17.3% |
| Participant deferral / active EE | $3,611 | $6,844-47.2% | $6,293-42.6% | $6,407-43.6% |
| Admin fee / account holder | $34,845 | $10,397+235.1% | $9,717+258.6% | $12,270+184.0% |