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 | $38,852 | $68,097-42.9% | $62,929-38.3% | $137,256-71.7% |
| Participation rate | 77.8% | 77.4%+0.3pp | 73.1%+4.7pp | 80.0%-2.2pp |
| Annual return | 2.67% | 1859.11%-1856.4pp | 1063.93%-1061.3pp | 220.34%-217.7pp |
| Employer contribution / active EE | $3,360 | $2,811+19.5% | $2,505+34.1% | $4,156-19.2% |
| Participant deferral / active EE | $5,984 | $4,553+31.5% | $3,888+53.9% | $6,407-6.6% |
| Admin fee / account holder | $78,397 | $6,521+1102.1% | $5,065+1447.9% | $12,270+538.9% |