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 | $9,994 | $72,071-86.1% | $68,368-85.4% | $137,256-92.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 7.00% | 353.14%-346.1pp | 292.57%-285.6pp | 220.34%-213.3pp |
| Employer contribution / active EE | $4,080 | $2,788+46.3% | $2,649+54.0% | $4,156-1.8% |
| Participant deferral / active EE | $7,846 | $4,410+77.9% | $4,123+90.3% | $6,407+22.5% |
| Admin fee / account holder | $51,038 | $5,336+856.6% | $5,150+891.1% | $12,270+315.9% |