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 | $61,556 | $45,035+36.7% | $62,995-2.3% | $70,131-12.2% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 9.51% | 18.76%-9.2pp | 87.57%-78.1pp | 73.14%-63.6pp |
| Employer contribution / active EE | $1,857 | $2,051-9.5% | $2,759-32.7% | $2,342-20.7% |
| Participant deferral / active EE | $2,875 | $2,465+16.7% | $3,329-13.6% | $3,332-13.7% |
| Admin fee / account holder | $10,336 | $2,834+264.7% | $3,600+187.1% | $4,645+122.5% |