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 | $29,055 | $106,890-72.8% | $84,015-65.4% | $152,861-81.0% |
| Participation rate | 75.0% | 75.2%-0.2pp | 69.0%+6.0pp | 82.4%-7.4pp |
| Annual return | 5.39% | 104.99%-99.6pp | 71.31%-65.9pp | 345.32%-339.9pp |
| Employer contribution / active EE | $5,594 | $2,734+104.6% | $1,983+182.0% | $4,762+17.5% |
| Participant deferral / active EE | $8,663 | $4,011+116.0% | $3,239+167.5% | $5,850+48.1% |
| Admin fee / account holder | $28,883 | $8,285+248.6% | $6,101+373.4% | $11,596+149.1% |