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 | $23,479 | $84,696-72.3% | $75,696-69.0% | $167,490-86.0% |
| Participation rate | 88.9% | 77.8%+11.1pp | 74.8%+14.1pp | 82.1%+6.8pp |
| Annual return | 9.33% | 199.36%-190.0pp | 104.53%-95.2pp | 478.56%-469.2pp |
| Employer contribution / active EE | $1,853 | $3,230-42.6% | $2,743-32.4% | $4,837-61.7% |
| Participant deferral / active EE | $5,102 | $4,580+11.4% | $3,821+33.5% | $6,341-19.5% |
| Admin fee / account holder | $35,876 | $5,355+570.0% | $3,619+891.3% | $12,309+191.5% |