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 5-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 | $15,991 | $96,635-83.5% | $86,612-81.5% | $139,434-88.5% |
| Participation rate | 93.8% | 74.4%+19.3pp | 71.7%+22.1pp | 80.3%+13.4pp |
| Annual return | 10.77% | 106.41%-95.6pp | 591.07%-580.3pp | 372.94%-362.2pp |
| Employer contribution / active EE | $1,409 | $3,263-56.8% | $3,022-53.4% | $4,751-70.3% |
| Participant deferral / active EE | $2,658 | $4,836-45.0% | $4,438-40.1% | $6,710-60.4% |
| Admin fee / account holder | $339 | $6,408-94.7% | $5,614-94.0% | $11,403-97.0% |