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 | $51,868 | $115,770-55.2% | $101,248-48.8% | $158,922-67.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 3.20% | 56.14%-52.9pp | 46.47%-43.3pp | 302.83%-299.6pp |
| Employer contribution / active EE | $2,351 | $4,175-43.7% | $3,660-35.8% | $4,761-50.6% |
| Participant deferral / active EE | $2,882 | $4,957-41.9% | $4,370-34.1% | $5,982-51.8% |
| Admin fee / account holder | $17,883 | $7,245+146.8% | $5,945+200.8% | $11,246+59.0% |