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 | $12,522 | $72,071-82.6% | $68,368-81.7% | $137,256-90.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 9.49% | 353.14%-343.7pp | 292.57%-283.1pp | 220.34%-210.8pp |
| Employer contribution / active EE | $4,464 | $2,788+60.1% | $2,649+68.5% | $4,156+7.4% |
| Participant deferral / active EE | $734 | $4,410-83.3% | $4,123-82.2% | $6,407-88.5% |
| Admin fee / account holder | $7,072 | $5,336+32.6% | $5,150+37.3% | $12,270-42.4% |