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 | $9,099 | $74,888-87.8% | $71,209-87.2% | $142,382-93.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 8.08% | 345.14%-337.1pp | 282.51%-274.4pp | 217.08%-209.0pp |
| Employer contribution / active EE | $4,949 | $2,854+73.4% | $2,721+81.9% | $4,299+15.1% |
| Participant deferral / active EE | $14,228 | $4,454+219.4% | $4,175+240.8% | $6,507+118.6% |
| Admin fee / account holder | $15,909 | $5,568+185.7% | $5,349+197.4% | $12,624+26.0% |