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 | $72,525 | $114,381-36.6% | $107,525-32.6% | $142,382-49.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 5.13% | 242.71%-237.6pp | 181.32%-176.2pp | 217.08%-211.9pp |
| Employer contribution / active EE | $2,165 | $4,015-46.1% | $3,754-42.3% | $4,299-49.7% |
| Participant deferral / active EE | $6,730 | $5,564+20.9% | $5,116+31.5% | $6,507+3.4% |
| Admin fee / account holder | $259,515 | $9,860+2532.0% | $8,919+2809.8% | $12,624+1955.8% |