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 | $36,838 | $56,114-34.4% | $96,139-61.7% | $85,850-57.1% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 8.47% | 42.30%-33.8pp | 191.94%-183.5pp | 318.53%-310.1pp |
| Employer contribution / active EE | $1,722 | $1,620+6.3% | $2,797-38.4% | $2,565-32.9% |
| Participant deferral / active EE | $2,755 | $2,859-3.7% | $4,349-36.7% | $3,952-30.3% |
| Admin fee / account holder | $10,691 | $3,768+183.7% | $5,537+93.1% | $6,260+70.8% |