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 | $68,403 | $165,335-58.6% | $149,696-54.3% | $158,922-57.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.93% | 348.15%-342.2pp | 276.60%-270.7pp | 302.83%-296.9pp |
| Employer contribution / active EE | $1,560 | $5,103-69.4% | $4,644-66.4% | $4,761-67.2% |
| Participant deferral / active EE | $3,900 | $7,181-45.7% | $6,842-43.0% | $5,982-34.8% |
| Admin fee / account holder | $186,369 | $10,807+1624.6% | $9,309+1902.1% | $11,246+1557.2% |