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 | $46,826 | $94,315-50.4% | $239,403-80.4% | $116,462-59.8% |
| Participation rate | 100.0% | 71.7%+28.3pp | 82.2%+17.8pp | 74.7%+25.3pp |
| Annual return | 7.12% | 19.05%-11.9pp | 3.34%+3.8pp | 15.65%-8.5pp |
| Employer contribution / active EE | $8,333 | $1,745+377.7% | $4,656+79.0% | $3,231+157.9% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $4,239-100.0% | $3,836-100.0% |
| Admin fee / account holder | $26,158 | $9,071+188.4% | $21,121+23.8% | $12,754+105.1% |