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 | $46,199 | $118,450-61.0% | $98,439-53.1% | $139,434-66.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 4.26% | 18.94%-14.7pp | 21.16%-16.9pp | 372.94%-368.7pp |
| Employer contribution / active EE | $28,719 | $3,609+695.7% | $3,048+842.2% | $4,751+504.5% |
| Participant deferral / active EE | $26,000 | $5,392+382.2% | $4,738+448.8% | $6,710+287.5% |
| Admin fee / account holder | $502,470 | $14,026+3482.4% | $8,948+5515.7% | $11,403+4306.7% |