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 | $43,359 | $74,888-42.1% | $71,209-39.1% | $142,382-69.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.00% | 345.14%-332.1pp | 282.51%-269.5pp | 217.08%-204.1pp |
| Employer contribution / active EE | $10,019 | $2,854+251.0% | $2,721+268.2% | $4,299+133.0% |
| Participant deferral / active EE | $6,373 | $4,454+43.1% | $4,175+52.6% | $6,507-2.1% |
| Admin fee / account holder | $43,447 | $5,568+680.2% | $5,349+712.3% | $12,624+244.2% |