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 | $21,478 | $99,652-78.4% | $78,778-72.7% | $147,584-85.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 5.31% | 47.28%-42.0pp | 35.62%-30.3pp | 578.55%-573.2pp |
| Employer contribution / active EE | $1,675 | $2,796-40.1% | $1,986-15.6% | $4,876-65.6% |
| Participant deferral / active EE | $1,144 | $3,664-68.8% | $2,958-61.3% | $5,439-79.0% |
| Admin fee / account holder | $2,298 | $7,155-67.9% | $5,134-55.2% | $10,885-78.9% |