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 7-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 | $20,309 | $102,966-80.3% | $90,281-77.5% | $152,861-86.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 2.76% | 95.16%-92.4pp | 78.10%-75.3pp | 345.32%-342.6pp |
| Employer contribution / active EE | $2,532 | $3,139-19.3% | $2,854-11.3% | $4,762-46.8% |
| Participant deferral / active EE | $3,612 | $4,281-15.6% | $3,885-7.0% | $5,850-38.3% |
| Admin fee / account holder | $9,943 | $6,171+61.1% | $5,351+85.8% | $11,596-14.3% |