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 | $41,226 | $102,604-59.8% | $86,188-52.2% | $139,434-70.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 5.15% | 1922.51%-1917.4pp | 1168.45%-1163.3pp | 372.94%-367.8pp |
| Employer contribution / active EE | $1,819 | $3,032-40.0% | $2,380-23.6% | $4,751-61.7% |
| Participant deferral / active EE | $3,130 | $4,676-33.0% | $3,985-21.5% | $6,710-53.3% |
| Admin fee / account holder | $93,623 | $8,657+981.5% | $6,852+1266.4% | $11,403+721.1% |