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 | $30,010 | $105,998-71.7% | $92,233-67.5% | $147,584-79.7% |
| Participation rate | 77.8% | 80.4%-2.6pp | 76.5%+1.3pp | 82.8%-5.1pp |
| Annual return | -4.35% | 50.05%-54.4pp | 176.28%-180.6pp | 578.55%-582.9pp |
| Employer contribution / active EE | $836 | $4,333-80.7% | $3,679-77.3% | $4,876-82.9% |
| Participant deferral / active EE | $1,795 | $4,478-59.9% | $3,897-53.9% | $5,439-67.0% |
| Admin fee / account holder | $1,047 | $6,332-83.5% | $5,194-79.8% | $10,885-90.4% |