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 | $22,893 | $73,515-68.9% | $62,995-63.7% | $147,584-84.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 8.21% | 175.43%-167.2pp | 87.57%-79.4pp | 578.55%-570.3pp |
| Employer contribution / active EE | $2,834 | $3,320-14.7% | $2,759+2.7% | $4,876-41.9% |
| Participant deferral / active EE | $5,935 | $4,185+41.8% | $3,329+78.3% | $5,439+9.1% |
| Admin fee / account holder | $310 | $5,953-94.8% | $3,600-91.4% | $10,885-97.2% |