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 9-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 | $14,327 | $74,888-80.9% | $71,209-79.9% | $142,382-89.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 11.34% | 345.14%-333.8pp | 282.51%-271.2pp | 217.08%-205.7pp |
| Employer contribution / active EE | $1,886 | $2,854-33.9% | $2,721-30.7% | $4,299-56.1% |
| Participant deferral / active EE | $3,167 | $4,454-28.9% | $4,175-24.2% | $6,507-51.3% |
| Admin fee / account holder | $476 | $5,568-91.5% | $5,349-91.1% | $12,624-96.2% |