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 | $7,067 | $74,888-90.6% | $71,209-90.1% | $142,382-95.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 6.53% | 345.14%-338.6pp | 282.51%-276.0pp | 217.08%-210.5pp |
| Employer contribution / active EE | $1,104 | $2,854-61.3% | $2,721-59.4% | $4,299-74.3% |
| Participant deferral / active EE | $1,403 | $4,454-68.5% | $4,175-66.4% | $6,507-78.4% |
| Admin fee / account holder | $17,493 | $5,568+214.1% | $5,349+227.0% | $12,624+38.6% |