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 | $28,940 | $74,888-61.4% | $71,209-59.4% | $142,382-79.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 8.98% | 345.14%-336.2pp | 282.51%-273.5pp | 217.08%-208.1pp |
| Employer contribution / active EE | $4,782 | $2,854+67.5% | $2,721+75.7% | $4,299+11.2% |
| Participant deferral / active EE | $975 | $4,454-78.1% | $4,175-76.6% | $6,507-85.0% |
| Admin fee / account holder | $7,130 | $5,568+28.0% | $5,349+33.3% | $12,624-43.5% |