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 | $55,426 | $74,888-26.0% | $71,209-22.2% | $142,382-61.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 11.16% | 345.14%-334.0pp | 282.51%-271.4pp | 217.08%-205.9pp |
| Employer contribution / active EE | $6,304 | $2,854+120.9% | $2,721+131.7% | $4,299+46.6% |
| Participant deferral / active EE | $13,013 | $4,454+192.1% | $4,175+211.7% | $6,507+100.0% |
| Admin fee / account holder | $121,572 | $5,568+2083.3% | $5,349+2172.9% | $12,624+863.0% |