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 | $38,345 | $96,305-60.2% | $80,569-52.4% | $139,434-72.5% |
| Participation rate | 78.6% | 73.6%+4.9pp | 67.0%+11.6pp | 80.3%-1.7pp |
| Annual return | 8.91% | 1350.08%-1341.2pp | 935.43%-926.5pp | 372.94%-364.0pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,723-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,388 | $5,232-54.3% | $4,447-46.3% | $6,710-64.4% |
| Admin fee / account holder | $15,047 | $6,599+128.0% | $5,377+179.8% | $11,403+32.0% |