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 | $9,592 | $101,618-90.6% | $93,063-89.7% | $137,256-93.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 6.70% | 223.95%-217.2pp | 34.15%-27.5pp | 220.34%-213.6pp |
| Employer contribution / active EE | $1,457 | $2,707-46.2% | $2,476-41.2% | $4,156-64.9% |
| Participant deferral / active EE | $2,426 | $4,279-43.3% | $3,958-38.7% | $6,407-62.1% |
| Admin fee / account holder | $43,557 | $6,198+602.7% | $6,033+622.0% | $12,270+255.0% |