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 | $98,658 | $100,852-2.2% | $90,404+9.1% | $158,922-37.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 3.89% | 1724.20%-1720.3pp | 1293.02%-1289.1pp | 302.83%-298.9pp |
| Employer contribution / active EE | $1,438 | $3,689-61.0% | $3,262-55.9% | $4,761-69.8% |
| Participant deferral / active EE | $1,438 | $4,348-66.9% | $3,963-63.7% | $5,982-76.0% |
| Admin fee / account holder | $9,661 | $6,501+48.6% | $5,611+72.2% | $11,246-14.1% |