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 | $21,536 | $149,040-85.5% | $120,225-82.1% | $137,256-84.3% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 7.71% | 605.68%-598.0pp | 439.23%-431.5pp | 220.34%-212.6pp |
| Employer contribution / active EE | $3,323 | $4,350-23.6% | $3,475-4.4% | $4,156-20.0% |
| Participant deferral / active EE | $1,786 | $4,655-61.6% | $3,999-55.3% | $6,407-72.1% |
| Admin fee / account holder | $971 | $6,348-84.7% | $5,696-83.0% | $12,270-92.1% |