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 | $12,164 | $110,502-89.0% | $80,716-84.9% | $167,490-92.7% |
| Participation rate | 90.0% | 64.0%+26.0pp | 54.2%+35.8pp | 82.1%+7.9pp |
| Annual return | 4.28% | 120.54%-116.3pp | 87.28%-83.0pp | 478.56%-474.3pp |
| Employer contribution / active EE | $3,639 | $1,543+135.9% | $1,160+213.7% | $4,837-24.8% |
| Participant deferral / active EE | $0 | $2,871-100.0% | $2,146-100.0% | $6,341-100.0% |
| Admin fee / account holder | $639 | $4,545-85.9% | $3,380-81.1% | $12,309-94.8% |