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 | $34,241 | $69,207-50.5% | $64,056-46.5% | $139,434-75.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 7.22% | 45.88%-38.7pp | 33.69%-26.5pp | 372.94%-365.7pp |
| Employer contribution / active EE | $2,237 | $3,182-29.7% | $2,747-18.5% | $4,751-52.9% |
| Participant deferral / active EE | $8,493 | $4,682+81.4% | $3,880+118.9% | $6,710+26.6% |
| Admin fee / account holder | $58,862 | $4,244+1286.9% | $3,068+1818.5% | $11,403+416.2% |