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 | $23,150 | $183,519-87.4% | $155,509-85.1% | $145,922-84.1% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 7.37% | 61.17%-53.8pp | 64.67%-57.3pp | 561.29%-553.9pp |
| Employer contribution / active EE | $2,246 | $5,313-57.7% | $4,672-51.9% | $4,660-51.8% |
| Participant deferral / active EE | $2,246 | $6,462-65.2% | $5,626-60.1% | $6,688-66.4% |
| Admin fee / account holder | $265,794 | $19,313+1276.2% | $15,912+1570.4% | $13,397+1884.0% |