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 | $32,972 | $100,852-67.3% | $90,404-63.5% | $158,922-79.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 5.72% | 1724.20%-1718.5pp | 1293.02%-1287.3pp | 302.83%-297.1pp |
| Employer contribution / active EE | $4,379 | $3,689+18.7% | $3,262+34.3% | $4,761-8.0% |
| Participant deferral / active EE | $3,447 | $4,348-20.7% | $3,963-13.0% | $5,982-42.4% |
| Admin fee / account holder | $1,977 | $6,501-69.6% | $5,611-64.8% | $11,246-82.4% |