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 | $17,758 | $96,305-81.6% | $80,569-78.0% | $139,434-87.3% |
| Participation rate | 85.7% | 73.6%+12.1pp | 67.0%+18.7pp | 80.3%+5.4pp |
| Annual return | 2.19% | 1350.08%-1347.9pp | 935.43%-933.2pp | 372.94%-370.7pp |
| Employer contribution / active EE | $2,646 | $3,262-18.9% | $2,723-2.8% | $4,751-44.3% |
| Participant deferral / active EE | $1,716 | $5,232-67.2% | $4,447-61.4% | $6,710-74.4% |
| Admin fee / account holder | $48,226 | $6,599+630.9% | $5,377+796.9% | $11,403+322.9% |