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 | $21,789 | $104,907-79.2% | $84,611-74.2% | $152,861-85.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 6.98% | 373.79%-366.8pp | 258.74%-251.8pp | 345.32%-338.3pp |
| Employer contribution / active EE | $2,117 | $3,302-35.9% | $2,652-20.2% | $4,762-55.6% |
| Participant deferral / active EE | $1,459 | $4,688-68.9% | $3,899-62.6% | $5,850-75.1% |
| Admin fee / account holder | $935 | $6,241-85.0% | $4,912-81.0% | $11,596-91.9% |