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 | $99,921-78.9% | $85,009-75.2% | $145,959-85.5% |
| Participation rate | 90.9% | 74.1%+16.8pp | 67.5%+23.4pp | 80.3%+10.6pp |
| Annual return | 4.51% | 83.89%-79.4pp | 66.47%-62.0pp | 561.95%-557.4pp |
| Employer contribution / active EE | $4,780 | $3,233+47.9% | $2,728+75.2% | $4,661+2.6% |
| Participant deferral / active EE | $3,524 | $5,293-33.4% | $4,522-22.1% | $6,689-47.3% |
| Admin fee / account holder | $8,022 | $7,252+10.6% | $6,153+30.4% | $13,398-40.1% |