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 | $11,719 | $158,398-92.6% | $126,539-90.7% | $142,382-91.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 8.15% | 593.76%-585.6pp | 425.95%-417.8pp | 217.08%-208.9pp |
| Employer contribution / active EE | $2,222 | $4,650-52.2% | $3,674-39.5% | $4,299-48.3% |
| Participant deferral / active EE | $3,444 | $4,767-27.7% | $4,083-15.6% | $6,507-47.1% |
| Admin fee / account holder | $1,316 | $6,918-81.0% | $6,065-78.3% | $12,624-89.6% |