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 | $32,591 | $96,635-66.3% | $86,612-62.4% | $139,434-76.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 8.96% | 106.41%-97.5pp | 591.07%-582.1pp | 372.94%-364.0pp |
| Employer contribution / active EE | $1,170 | $3,263-64.1% | $3,022-61.3% | $4,751-75.4% |
| Participant deferral / active EE | $1,752 | $4,836-63.8% | $4,438-60.5% | $6,710-73.9% |
| Admin fee / account holder | $7,907 | $6,408+23.4% | $5,614+40.8% | $11,403-30.7% |