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 | $38,289 | $158,398-75.8% | $126,539-69.7% | $142,382-73.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 7.48% | 593.76%-586.3pp | 425.95%-418.5pp | 217.08%-209.6pp |
| Employer contribution / active EE | $1,024 | $4,650-78.0% | $3,674-72.1% | $4,299-76.2% |
| Participant deferral / active EE | $1,024 | $4,767-78.5% | $4,083-74.9% | $6,507-84.3% |
| Admin fee / account holder | $110,643 | $6,918+1499.3% | $6,065+1724.4% | $12,624+776.5% |