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 | $35,489 | $105,998-66.5% | $92,233-61.5% | $147,584-76.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 7.95% | 50.05%-42.1pp | 176.28%-168.3pp | 578.55%-570.6pp |
| Employer contribution / active EE | $12,898 | $4,333+197.7% | $3,679+250.5% | $4,876+164.5% |
| Participant deferral / active EE | $1,364 | $4,478-69.5% | $3,897-65.0% | $5,439-74.9% |
| Admin fee / account holder | $1,221 | $6,332-80.7% | $5,194-76.5% | $10,885-88.8% |