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 | $21,119 | $99,877-78.9% | $84,966-75.1% | $145,922-85.5% |
| Participation rate | 90.9% | 74.1%+16.8pp | 67.5%+23.4pp | 80.3%+10.6pp |
| Annual return | 4.51% | 83.76%-79.3pp | 66.38%-61.9pp | 561.29%-556.8pp |
| Employer contribution / active EE | $4,780 | $3,231+47.9% | $2,727+75.3% | $4,660+2.6% |
| Participant deferral / active EE | $3,524 | $5,291-33.4% | $4,519-22.0% | $6,688-47.3% |
| Admin fee / account holder | $8,022 | $7,248+10.7% | $6,149+30.5% | $13,397-40.1% |