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 | $46,215 | $100,852-54.2% | $90,404-48.9% | $158,922-70.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 4.93% | 1724.20%-1719.3pp | 1293.02%-1288.1pp | 302.83%-297.9pp |
| Employer contribution / active EE | $1,787 | $3,689-51.5% | $3,262-45.2% | $4,761-62.5% |
| Participant deferral / active EE | $2,506 | $4,348-42.4% | $3,963-36.8% | $5,982-58.1% |
| Admin fee / account holder | $2,892 | $6,501-55.5% | $5,611-48.5% | $11,246-74.3% |