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 | $62,065 | $74,888-17.1% | $71,209-12.8% | $142,382-56.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 5.55% | 345.14%-339.6pp | 282.51%-277.0pp | 217.08%-211.5pp |
| Employer contribution / active EE | $5,239 | $2,854+83.5% | $2,721+92.5% | $4,299+21.9% |
| Participant deferral / active EE | $22,599 | $4,454+407.3% | $4,175+441.3% | $6,507+247.3% |
| Admin fee / account holder | $218,527 | $5,568+3824.5% | $5,349+3985.5% | $12,624+1631.1% |