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 | $30,681 | $105,998-71.1% | $92,233-66.7% | $147,584-79.2% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | -5.18% | 50.05%-55.2pp | 176.28%-181.5pp | 578.55%-583.7pp |
| Employer contribution / active EE | $1,544 | $4,333-64.4% | $3,679-58.0% | $4,876-68.3% |
| Participant deferral / active EE | $8,080 | $4,478+80.4% | $3,897+107.4% | $5,439+48.6% |
| Admin fee / account holder | $6,746 | $6,332+6.5% | $5,194+29.9% | $10,885-38.0% |