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 | $48,650 | $58,927-17.4% | $76,817-36.7% | $72,985-33.3% |
| Participation rate | 92.0% | 67.3%+24.7pp | 72.1%+19.9pp | 69.5%+22.5pp |
| Annual return | 14.95% | 2305.64%-2290.7pp | 1166.11%-1151.2pp | 81.00%-66.1pp |
| Employer contribution / active EE | $3,712 | $1,787+107.8% | $2,302+61.2% | $2,440+52.1% |
| Participant deferral / active EE | $4,064 | $2,690+51.1% | $3,336+21.8% | $3,607+12.7% |
| Admin fee / account holder | $23,356 | $4,013+482.1% | $6,420+263.8% | $5,124+355.8% |