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 | $23,935 | $111,724-78.6% | $93,606-74.4% | $145,922-83.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 7.16% | 202.98%-195.8pp | 133.20%-126.0pp | 561.29%-554.1pp |
| Employer contribution / active EE | $1,505 | $3,090-51.3% | $2,420-37.8% | $4,660-67.7% |
| Participant deferral / active EE | $4,386 | $4,912-10.7% | $4,411-0.6% | $6,688-34.4% |
| Admin fee / account holder | $14,655 | $10,250+43.0% | $8,285+76.9% | $13,397+9.4% |