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 | $24,301 | $124,281-80.4% | $109,143-77.7% | $167,490-85.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 9.19% | 26.04%-16.9pp | 25.75%-16.6pp | 478.56%-469.4pp |
| Employer contribution / active EE | $2,452 | $4,207-41.7% | $3,722-34.1% | $4,837-49.3% |
| Participant deferral / active EE | $2,480 | $5,255-52.8% | $4,653-46.7% | $6,341-60.9% |
| Admin fee / account holder | $701 | $7,970-91.2% | $6,752-89.6% | $12,309-94.3% |