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 | $47,154 | $100,773-53.2% | $88,946-47.0% | $142,382-66.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 7.45% | 70.18%-62.7pp | 57.82%-50.4pp | 217.08%-209.6pp |
| Employer contribution / active EE | $1,830 | $2,918-37.3% | $2,555-28.4% | $4,299-57.4% |
| Participant deferral / active EE | $2,853 | $5,230-45.4% | $4,581-37.7% | $6,507-56.2% |
| Admin fee / account holder | $173,707 | $9,693+1692.1% | $8,261+2002.8% | $12,624+1276.0% |