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 | $55,717 | $96,635-42.3% | $86,612-35.7% | $139,434-60.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 9.77% | 106.41%-96.6pp | 591.07%-581.3pp | 372.94%-363.2pp |
| Employer contribution / active EE | $1,260 | $3,263-61.4% | $3,022-58.3% | $4,751-73.5% |
| Participant deferral / active EE | $4,235 | $4,836-12.4% | $4,438-4.6% | $6,710-36.9% |
| Admin fee / account holder | $43,287 | $6,408+575.5% | $5,614+671.0% | $11,403+279.6% |