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 | $24,890 | $226,064-89.0% | $182,532-86.4% | $152,861-83.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 1.62% | 192.51%-190.9pp | 148.54%-146.9pp | 345.32%-343.7pp |
| Employer contribution / active EE | $2,321 | $4,978-53.4% | $4,076-43.1% | $4,762-51.3% |
| Participant deferral / active EE | $1,976 | $6,368-69.0% | $5,524-64.2% | $5,850-66.2% |
| Admin fee / account holder | $472 | $10,703-95.6% | $8,592-94.5% | $11,596-95.9% |