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 | $20,037 | $74,888-73.2% | $71,209-71.9% | $142,382-85.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 8.28% | 345.14%-336.9pp | 282.51%-274.2pp | 217.08%-208.8pp |
| Employer contribution / active EE | $1,487 | $2,854-47.9% | $2,721-45.3% | $4,299-65.4% |
| Participant deferral / active EE | $2,490 | $4,454-44.1% | $4,175-40.4% | $6,507-61.7% |
| Admin fee / account holder | $1,843 | $5,568-66.9% | $5,349-65.5% | $12,624-85.4% |