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 | $209,411-83.1% | $178,490-80.1% | $158,922-77.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.36% | 188.75%-184.4pp | 151.07%-146.7pp | 302.83%-298.5pp |
| Employer contribution / active EE | $16,452 | $5,706+188.3% | $5,011+228.3% | $4,761+245.5% |
| Participant deferral / active EE | $8,045 | $5,954+35.1% | $5,202+54.7% | $5,982+34.5% |
| Admin fee / account holder | $15,842 | $17,074-7.2% | $13,984+13.3% | $11,246+40.9% |