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 | $17,514 | $74,888-76.6% | $71,209-75.4% | $142,382-87.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 11.09% | 345.14%-334.0pp | 282.51%-271.4pp | 217.08%-206.0pp |
| Employer contribution / active EE | $1,428 | $2,854-50.0% | $2,721-47.5% | $4,299-66.8% |
| Participant deferral / active EE | $5,451 | $4,454+22.4% | $4,175+30.5% | $6,507-16.2% |
| Admin fee / account holder | $2,313 | $5,568-58.5% | $5,349-56.8% | $12,624-81.7% |