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 | $13,886 | $74,888-81.5% | $71,209-80.5% | $142,382-90.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 5.82% | 345.14%-339.3pp | 282.51%-276.7pp | 217.08%-211.3pp |
| Employer contribution / active EE | $937 | $2,854-67.2% | $2,721-65.6% | $4,299-78.2% |
| Participant deferral / active EE | $1,601 | $4,454-64.1% | $4,175-61.7% | $6,507-75.4% |
| Admin fee / account holder | $307 | $5,568-94.5% | $5,349-94.3% | $12,624-97.6% |