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 | $16,359 | $73,515-77.7% | $62,995-74.0% | $147,584-88.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 6.74% | 175.43%-168.7pp | 87.57%-80.8pp | 578.55%-571.8pp |
| Employer contribution / active EE | $2,421 | $3,320-27.1% | $2,759-12.2% | $4,876-50.3% |
| Participant deferral / active EE | $3,434 | $4,185-17.9% | $3,329+3.2% | $5,439-36.9% |
| Admin fee / account holder | $910 | $5,953-84.7% | $3,600-74.7% | $10,885-91.6% |