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 | $7,169 | $74,888-90.4% | $71,209-89.9% | $142,382-95.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 3.84% | 345.14%-341.3pp | 282.51%-278.7pp | 217.08%-213.2pp |
| Employer contribution / active EE | $3,128 | $2,854+9.6% | $2,721+15.0% | $4,299-27.2% |
| Participant deferral / active EE | $6,967 | $4,454+56.4% | $4,175+66.9% | $6,507+7.1% |
| Admin fee / account holder | $9,893 | $5,568+77.7% | $5,349+85.0% | $12,624-21.6% |