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 | $18,551 | $96,635-80.8% | $86,612-78.6% | $139,434-86.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 7.54% | 106.41%-98.9pp | 591.07%-583.5pp | 372.94%-365.4pp |
| Employer contribution / active EE | $2,560 | $3,263-21.5% | $3,022-15.3% | $4,751-46.1% |
| Participant deferral / active EE | $5,998 | $4,836+24.0% | $4,438+35.2% | $6,710-10.6% |
| Admin fee / account holder | $26,604 | $6,408+315.2% | $5,614+373.9% | $11,403+133.3% |