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 7-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 | $24,399 | $149,040-83.6% | $120,225-79.7% | $137,256-82.2% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 9.21% | 605.68%-596.5pp | 439.23%-430.0pp | 220.34%-211.1pp |
| Employer contribution / active EE | $2,746 | $4,350-36.9% | $3,475-21.0% | $4,156-33.9% |
| Participant deferral / active EE | $3,162 | $4,655-32.1% | $3,999-20.9% | $6,407-50.7% |
| Admin fee / account holder | $7,659 | $6,348+20.7% | $5,696+34.5% | $12,270-37.6% |