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 | $53,080 | $228,332-76.8% | $185,823-71.4% | $158,922-66.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 1.03% | 40.80%-39.8pp | 35.95%-34.9pp | 302.83%-301.8pp |
| Employer contribution / active EE | $7,557 | $4,967+52.2% | $4,087+84.9% | $4,761+58.7% |
| Participant deferral / active EE | $3,005 | $6,415-53.1% | $5,632-46.6% | $5,982-49.8% |
| Admin fee / account holder | $92,238 | $11,864+677.5% | $9,500+870.9% | $11,246+720.2% |