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 10-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 | $48,977 | $74,888-34.6% | $71,209-31.2% | $142,382-65.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 9.15% | 345.14%-336.0pp | 282.51%-273.4pp | 217.08%-207.9pp |
| Employer contribution / active EE | $5,462 | $2,854+91.4% | $2,721+100.7% | $4,299+27.1% |
| Participant deferral / active EE | $4,839 | $4,454+8.6% | $4,175+15.9% | $6,507-25.6% |
| Admin fee / account holder | $3,183 | $5,568-42.8% | $5,349-40.5% | $12,624-74.8% |