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 8-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 | $50,560 | $100,773-49.8% | $88,946-43.2% | $142,382-64.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 7.59% | 70.18%-62.6pp | 57.82%-50.2pp | 217.08%-209.5pp |
| Employer contribution / active EE | $1,582 | $2,918-45.8% | $2,555-38.1% | $4,299-63.2% |
| Participant deferral / active EE | $3,062 | $5,230-41.5% | $4,581-33.2% | $6,507-52.9% |
| Admin fee / account holder | $63,848 | $9,693+558.7% | $8,261+672.9% | $12,624+405.8% |