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 | $30,080 | $177,572-83.1% | $154,803-80.6% | $142,382-78.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 2.81% | 65.07%-62.3pp | 58.88%-56.1pp | 217.08%-214.3pp |
| Employer contribution / active EE | $2,186 | $4,810-54.6% | $4,305-49.2% | $4,299-49.2% |
| Participant deferral / active EE | $5,922 | $6,272-5.6% | $5,540+6.9% | $6,507-9.0% |
| Admin fee / account holder | $189,985 | $16,786+1031.8% | $14,329+1225.9% | $12,624+1405.0% |