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 8-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 | $13,609 | $74,888-81.8% | $71,209-80.9% | $142,382-90.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 12.13% | 345.14%-333.0pp | 282.51%-270.4pp | 217.08%-204.9pp |
| Employer contribution / active EE | $1,445 | $2,854-49.4% | $2,721-46.9% | $4,299-66.4% |
| Participant deferral / active EE | $4,175 | $4,454-6.3% | $4,1750% | $6,507-35.8% |
| Admin fee / account holder | $34,799 | $5,568+524.9% | $5,349+550.6% | $12,624+175.7% |