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 | $31,750 | $149,040-78.7% | $120,225-73.6% | $137,256-76.9% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 8.62% | 605.68%-597.1pp | 439.23%-430.6pp | 220.34%-211.7pp |
| Employer contribution / active EE | $1,495 | $4,350-65.6% | $3,475-57.0% | $4,156-64.0% |
| Participant deferral / active EE | $2,792 | $4,655-40.0% | $3,999-30.2% | $6,407-56.4% |
| Admin fee / account holder | $20,131 | $6,348+217.1% | $5,696+253.4% | $12,270+64.1% |