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 5-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 | $51,094 | $74,888-31.8% | $71,209-28.2% | $142,382-64.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 9.70% | 345.14%-335.4pp | 282.51%-272.8pp | 217.08%-207.4pp |
| Employer contribution / active EE | $2,370 | $2,854-17.0% | $2,721-12.9% | $4,299-44.9% |
| Participant deferral / active EE | $3,393 | $4,454-23.8% | $4,175-18.7% | $6,507-47.9% |
| Admin fee / account holder | $501 | $5,568-91.0% | $5,349-90.6% | $12,624-96.0% |