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 | $24,557 | $74,888-67.2% | $71,209-65.5% | $142,382-82.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 12.08% | 345.14%-333.1pp | 282.51%-270.4pp | 217.08%-205.0pp |
| Employer contribution / active EE | $2,781 | $2,854-2.6% | $2,721+2.2% | $4,299-35.3% |
| Participant deferral / active EE | $4,035 | $4,454-9.4% | $4,175-3.4% | $6,507-38.0% |
| Admin fee / account holder | $64,423 | $5,568+1056.9% | $5,349+1104.4% | $12,624+410.3% |