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 | $77,977 | $111,724-30.2% | $93,606-16.7% | $145,922-46.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 6.41% | 202.98%-196.6pp | 133.20%-126.8pp | 561.29%-554.9pp |
| Employer contribution / active EE | $1,260 | $3,090-59.2% | $2,420-47.9% | $4,660-73.0% |
| Participant deferral / active EE | $2,001 | $4,912-59.3% | $4,411-54.6% | $6,688-70.1% |
| Admin fee / account holder | $27,953 | $10,250+172.7% | $8,285+237.4% | $13,397+108.7% |