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 | $53,519 | $74,888-28.5% | $71,209-24.8% | $142,382-62.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 12.02% | 345.14%-333.1pp | 282.51%-270.5pp | 217.08%-205.1pp |
| Employer contribution / active EE | $3,784 | $2,854+32.6% | $2,721+39.1% | $4,299-12.0% |
| Participant deferral / active EE | $4,080 | $4,454-8.4% | $4,175-2.3% | $6,507-37.3% |
| Admin fee / account holder | $4,981 | $5,568-10.6% | $5,349-6.9% | $12,624-60.5% |