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 | $20,887 | $96,635-78.4% | $86,612-75.9% | $139,434-85.0% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 8.43% | 106.41%-98.0pp | 591.07%-582.6pp | 372.94%-364.5pp |
| Employer contribution / active EE | $9,853 | $3,263+202.0% | $3,022+226.0% | $4,751+107.4% |
| Participant deferral / active EE | $3,549 | $4,836-26.6% | $4,438-20.0% | $6,710-47.1% |
| Admin fee / account holder | $75,594 | $6,408+1079.7% | $5,614+1246.5% | $11,403+563.0% |