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 | $46,143 | $74,888-38.4% | $71,209-35.2% | $142,382-67.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 8.70% | 345.14%-336.4pp | 282.51%-273.8pp | 217.08%-208.4pp |
| Employer contribution / active EE | $4,911 | $2,854+72.1% | $2,721+80.5% | $4,299+14.2% |
| Participant deferral / active EE | $13,536 | $4,454+203.9% | $4,175+224.2% | $6,507+108.0% |
| Admin fee / account holder | $7,562 | $5,568+35.8% | $5,349+41.4% | $12,624-40.1% |