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 | $42,150 | $201,272-79.1% | $184,203-77.1% | $145,922-71.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 5.80% | 29.00%-23.2pp | 28.81%-23.0pp | 561.29%-555.5pp |
| Employer contribution / active EE | $2,995 | $7,022-57.4% | $6,427-53.4% | $4,660-35.7% |
| Participant deferral / active EE | $4,329 | $9,806-55.9% | $9,131-52.6% | $6,688-35.3% |
| Admin fee / account holder | $41,954 | $16,364+156.4% | $13,901+201.8% | $13,397+213.2% |