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 | $56,224 | $176,056-68.1% | $159,436-64.7% | $167,490-66.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 0.83% | 331.75%-330.9pp | 263.57%-262.7pp | 478.56%-477.7pp |
| Employer contribution / active EE | $2,050 | $5,297-61.3% | $4,829-57.5% | $4,837-57.6% |
| Participant deferral / active EE | $4,180 | $7,750-46.1% | $7,352-43.1% | $6,341-34.1% |
| Admin fee / account holder | $138,385 | $12,554+1002.3% | $10,799+1181.5% | $12,309+1024.3% |