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 | $15,461 | $72,400-78.6% | $67,502-77.1% | $145,922-89.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 7.63% | 7182.46%-7174.8pp | 3512.12%-3504.5pp | 561.29%-553.7pp |
| Employer contribution / active EE | $2,269 | $3,069-26.1% | $2,731-16.9% | $4,660-51.3% |
| Participant deferral / active EE | $2,230 | $4,783-53.4% | $4,000-44.2% | $6,688-66.7% |
| Admin fee / account holder | $4,254 | $5,539-23.2% | $3,998+6.4% | $13,397-68.2% |