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 | $93,816 | $118,849-21.1% | $96,562-2.8% | $167,490-44.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 2.03% | 50.49%-48.5pp | 37.78%-35.8pp | 478.56%-476.5pp |
| Employer contribution / active EE | $2,732 | $3,120-12.4% | $2,356+15.9% | $4,837-43.5% |
| Participant deferral / active EE | $7,498 | $4,616+62.4% | $3,849+94.8% | $6,341+18.2% |
| Admin fee / account holder | $925 | $8,065-88.5% | $6,181-85.0% | $12,309-92.5% |