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 4-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 | $31,687 | $96,635-67.2% | $86,612-63.4% | $139,434-77.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 9.26% | 106.41%-97.2pp | 591.07%-581.8pp | 372.94%-363.7pp |
| Employer contribution / active EE | $2,333 | $3,263-28.5% | $3,022-22.8% | $4,751-50.9% |
| Participant deferral / active EE | $7,389 | $4,836+52.8% | $4,438+66.5% | $6,710+10.1% |
| Admin fee / account holder | $746 | $6,408-88.4% | $5,614-86.7% | $11,403-93.5% |