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 | $34,550 | $198,466-82.6% | $170,442-79.7% | $147,584-76.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 7.86% | 257.29%-249.4pp | 205.93%-198.1pp | 578.55%-570.7pp |
| Employer contribution / active EE | $1,812 | $6,184-70.7% | $5,433-66.6% | $4,876-62.8% |
| Participant deferral / active EE | $3,518 | $5,629-37.5% | $4,939-28.8% | $5,439-35.3% |
| Admin fee / account holder | $99,690 | $16,852+491.6% | $13,880+618.2% | $10,885+815.8% |