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 | $107,777 | $142,405-24.3% | $115,157-6.4% | $152,861-29.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 0.90% | 41.48%-40.6pp | 35.60%-34.7pp | 345.32%-344.4pp |
| Employer contribution / active EE | $1,918 | $4,010-52.2% | $3,179-39.7% | $4,762-59.7% |
| Participant deferral / active EE | $18,067 | $5,164+249.9% | $4,168+333.4% | $5,850+208.8% |
| Admin fee / account holder | $4,988 | $8,462-41.1% | $7,088-29.6% | $11,596-57.0% |