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 | $32,013 | $72,071-55.6% | $68,368-53.2% | $137,256-76.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 11.29% | 353.14%-341.9pp | 292.57%-281.3pp | 220.34%-209.1pp |
| Employer contribution / active EE | $4,019 | $2,788+44.2% | $2,649+51.7% | $4,156-3.3% |
| Participant deferral / active EE | $986 | $4,410-77.6% | $4,123-76.1% | $6,407-84.6% |
| Admin fee / account holder | $1,819 | $5,336-65.9% | $5,150-64.7% | $12,270-85.2% |