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 | $13,722 | $88,751-84.5% | $81,812-83.2% | $145,922-90.6% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 6.45% | 1025.40%-1018.9pp | 773.79%-767.3pp | 561.29%-554.8pp |
| Employer contribution / active EE | $2,384 | $3,083-22.7% | $2,912-18.1% | $4,660-48.8% |
| Participant deferral / active EE | $1,465 | $4,643-68.4% | $4,319-66.1% | $6,688-78.1% |
| Admin fee / account holder | $7,931 | $8,415-5.8% | $7,386+7.4% | $13,397-40.8% |