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 | $53,004 | $214,378-75.3% | $200,582-73.6% | $142,382-62.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | -1.20% | 46.41%-47.6pp | 42.33%-43.5pp | 217.08%-218.3pp |
| Employer contribution / active EE | $3,960 | $6,841-42.1% | $6,419-38.3% | $4,299-7.9% |
| Participant deferral / active EE | $17,540 | $9,865+77.8% | $9,331+88.0% | $6,507+169.5% |
| Admin fee / account holder | $221,479 | $17,692+1151.9% | $16,305+1258.4% | $12,624+1654.5% |