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 | $103,791 | $201,272-48.4% | $184,203-43.7% | $145,922-28.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.39% | 29.00%-21.6pp | 28.81%-21.4pp | 561.29%-553.9pp |
| Employer contribution / active EE | $2,445 | $7,022-65.2% | $6,427-62.0% | $4,660-47.5% |
| Participant deferral / active EE | $6,005 | $9,806-38.8% | $9,131-34.2% | $6,688-10.2% |
| Admin fee / account holder | $139,575 | $16,364+753.0% | $13,901+904.1% | $13,397+941.8% |