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 | $30,750 | $232,540-86.8% | $185,117-83.4% | $147,584-79.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 5.96% | 43.03%-37.1pp | 40.50%-34.5pp | 578.55%-572.6pp |
| Employer contribution / active EE | $2,878 | $5,195-44.6% | $4,182-31.2% | $4,876-41.0% |
| Participant deferral / active EE | $10,113 | $5,834+73.4% | $5,045+100.5% | $5,439+85.9% |
| Admin fee / account holder | $32,442 | $10,275+215.7% | $8,159+297.6% | $10,885+198.0% |