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 | $36,283 | $198,466-81.7% | $170,442-78.7% | $147,584-75.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 6.46% | 257.29%-250.8pp | 205.93%-199.5pp | 578.55%-572.1pp |
| Employer contribution / active EE | $1,549 | $6,184-75.0% | $5,433-71.5% | $4,876-68.2% |
| Participant deferral / active EE | $5,013 | $5,629-11.0% | $4,939+1.5% | $5,439-7.8% |
| Admin fee / account holder | $127,849 | $16,852+658.7% | $13,880+821.1% | $10,885+1074.5% |