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 | $23,563 | $100,773-76.6% | $88,946-73.5% | $142,382-83.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 7.42% | 70.18%-62.8pp | 57.82%-50.4pp | 217.08%-209.7pp |
| Employer contribution / active EE | $1,715 | $2,918-41.2% | $2,555-32.9% | $4,299-60.1% |
| Participant deferral / active EE | $5,140 | $5,230-1.7% | $4,581+12.2% | $6,507-21.0% |
| Admin fee / account holder | $67,539 | $9,693+596.8% | $8,261+717.6% | $12,624+435.0% |