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 | $28,869 | $126,574-77.2% | $106,213-72.8% | $145,922-80.2% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 8.16% | 224.79%-216.6pp | 116.14%-108.0pp | 561.29%-553.1pp |
| Employer contribution / active EE | $2,671 | $3,730-28.4% | $3,171-15.8% | $4,660-42.7% |
| Participant deferral / active EE | $3,494 | $5,724-39.0% | $5,016-30.3% | $6,688-47.8% |
| Admin fee / account holder | $49,380 | $17,304+185.4% | $11,033+347.6% | $13,397+268.6% |