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 | $46,397 | $59,101-21.5% | $77,163-39.9% | $75,163-38.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 11.51% | 26.71%-15.2pp | 37.87%-26.4pp | 160.62%-149.1pp |
| Employer contribution / active EE | $2,630 | $1,995+31.8% | $2,535+3.8% | $2,670-1.5% |
| Participant deferral / active EE | $6,430 | $2,999+114.4% | $3,833+67.7% | $4,125+55.9% |
| Admin fee / account holder | $21,854 | $4,774+357.8% | $5,472+299.4% | $5,651+286.7% |