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 | $16,218 | $104,486-84.5% | $76,817-78.9% | $152,861-89.4% |
| Participation rate | 87.5% | 76.6%+10.9pp | 72.1%+15.4pp | 82.4%+5.1pp |
| Annual return | 6.34% | 1013.37%-1007.0pp | 1166.11%-1159.8pp | 345.32%-339.0pp |
| Employer contribution / active EE | $4,885 | $3,116+56.8% | $2,302+112.2% | $4,762+2.6% |
| Participant deferral / active EE | $1,536 | $4,236-63.7% | $3,336-54.0% | $5,850-73.7% |
| Admin fee / account holder | $95,660 | $12,275+679.3% | $6,420+1390.1% | $11,596+724.9% |