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 9-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 | $12,641 | $104,664-87.9% | $85,682-85.2% | $167,490-92.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 1.95% | 21.45%-19.5pp | 21.49%-19.5pp | 478.56%-476.6pp |
| Employer contribution / active EE | $1,473 | $3,337-55.8% | $2,618-43.7% | $4,837-69.5% |
| Participant deferral / active EE | $2,378 | $4,824-50.7% | $3,923-39.4% | $6,341-62.5% |
| Admin fee / account holder | $754 | $10,032-92.5% | $6,873-89.0% | $12,309-93.9% |