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 | $18,858 | $74,888-74.8% | $71,209-73.5% | $142,382-86.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 4.39% | 345.14%-340.8pp | 282.51%-278.1pp | 217.08%-212.7pp |
| Employer contribution / active EE | $2,527 | $2,854-11.5% | $2,721-7.1% | $4,299-41.2% |
| Participant deferral / active EE | $2,744 | $4,454-38.4% | $4,175-34.3% | $6,507-57.8% |
| Admin fee / account holder | $2,050 | $5,568-63.2% | $5,349-61.7% | $12,624-83.8% |