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 | $17,370 | $105,998-83.6% | $92,233-81.2% | $147,584-88.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 7.41% | 50.05%-42.6pp | 176.28%-168.9pp | 578.55%-571.1pp |
| Employer contribution / active EE | $1,383 | $4,333-68.1% | $3,679-62.4% | $4,876-71.6% |
| Participant deferral / active EE | $3,976 | $4,478-11.2% | $3,897+2.0% | $5,439-26.9% |
| Admin fee / account holder | $1,051 | $6,332-83.4% | $5,194-79.8% | $10,885-90.3% |