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 | $19,489 | $102,966-81.1% | $90,281-78.4% | $152,861-87.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 5.16% | 95.16%-90.0pp | 78.10%-72.9pp | 345.32%-340.2pp |
| Employer contribution / active EE | $2,489 | $3,139-20.7% | $2,854-12.8% | $4,762-47.7% |
| Participant deferral / active EE | $3,603 | $4,281-15.8% | $3,885-7.3% | $5,850-38.4% |
| Admin fee / account holder | $4,115 | $6,171-33.3% | $5,351-23.1% | $11,596-64.5% |