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 | $59,165 | $100,852-41.3% | $90,404-34.6% | $158,922-62.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 5.34% | 1724.20%-1718.9pp | 1293.02%-1287.7pp | 302.83%-297.5pp |
| Employer contribution / active EE | $2,419 | $3,689-34.4% | $3,262-25.8% | $4,761-49.2% |
| Participant deferral / active EE | $3,126 | $4,348-28.1% | $3,963-21.1% | $5,982-47.7% |
| Admin fee / account holder | $4,609 | $6,501-29.1% | $5,611-17.9% | $11,246-59.0% |