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 | $43,728 | $203,436-78.5% | $152,466-71.3% | $167,490-73.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 6.61% | 13.80%-7.2pp | 757.33%-750.7pp | 478.56%-471.9pp |
| Employer contribution / active EE | $2,137 | $5,220-59.1% | $4,327-50.6% | $4,837-55.8% |
| Participant deferral / active EE | $2,523 | $6,716-62.4% | $5,820-56.7% | $6,341-60.2% |
| Admin fee / account holder | $2,681 | $22,506-88.1% | $15,805-83.0% | $12,309-78.2% |