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 8-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 | $10,657 | $74,888-85.8% | $71,209-85.0% | $142,382-92.5% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.1%+8.8pp |
| Annual return | 10.71% | 345.14%-334.4pp | 282.51%-271.8pp | 217.08%-206.4pp |
| Employer contribution / active EE | $894 | $2,854-68.7% | $2,721-67.1% | $4,299-79.2% |
| Participant deferral / active EE | $1,582 | $4,454-64.5% | $4,175-62.1% | $6,507-75.7% |
| Admin fee / account holder | $8,875 | $5,568+59.4% | $5,349+65.9% | $12,624-29.7% |