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 | $73,453 | $96,635-24.0% | $86,612-15.2% | $139,434-47.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 3.82% | 106.41%-102.6pp | 591.07%-587.3pp | 372.94%-369.1pp |
| Employer contribution / active EE | $1,606 | $3,263-50.8% | $3,022-46.9% | $4,751-66.2% |
| Participant deferral / active EE | $13,472 | $4,836+178.6% | $4,438+203.6% | $6,710+100.8% |
| Admin fee / account holder | $1,022 | $6,408-84.1% | $5,614-81.8% | $11,403-91.0% |