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 4-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 | $29,657 | $105,998-72.0% | $92,233-67.8% | $147,584-79.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 4.08% | 50.05%-46.0pp | 176.28%-172.2pp | 578.55%-574.5pp |
| Employer contribution / active EE | $1,968 | $4,333-54.6% | $3,679-46.5% | $4,876-59.6% |
| Participant deferral / active EE | $5,735 | $4,478+28.1% | $3,897+47.2% | $5,439+5.4% |
| Admin fee / account holder | $3,132 | $6,332-50.5% | $5,194-39.7% | $10,885-71.2% |