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 | $24,197 | $109,327-77.9% | $89,391-72.9% | $158,922-84.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 3.57% | 345.68%-342.1pp | 245.62%-242.0pp | 302.83%-299.3pp |
| Employer contribution / active EE | $12,991 | $3,170+309.8% | $2,586+402.4% | $4,761+172.8% |
| Participant deferral / active EE | $17,707 | $4,598+285.1% | $3,890+355.2% | $5,982+196.0% |
| Admin fee / account holder | $65,519 | $6,153+964.8% | $4,881+1242.2% | $11,246+482.6% |