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 8-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 | $25,204 | $74,888-66.3% | $71,209-64.6% | $142,382-82.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 4.17% | 345.14%-341.0pp | 282.51%-278.3pp | 217.08%-212.9pp |
| Employer contribution / active EE | $3,531 | $2,854+23.7% | $2,721+29.8% | $4,299-17.9% |
| Participant deferral / active EE | $1,102 | $4,454-75.3% | $4,175-73.6% | $6,507-83.1% |
| Admin fee / account holder | $80,520 | $5,568+1346.0% | $5,349+1405.4% | $12,624+537.8% |