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 | $15,848 | $49,173-67.8% | $121,098-86.9% | $75,163-78.9% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 10.48% | 55.99%-45.5pp | 985.75%-975.3pp | 160.62%-150.1pp |
| Employer contribution / active EE | $1,680 | $1,546+8.7% | $4,164-59.7% | $2,670-37.1% |
| Participant deferral / active EE | $1,664 | $2,628-36.7% | $4,080-59.2% | $4,125-59.7% |
| Admin fee / account holder | $386 | $3,942-90.2% | $5,644-93.2% | $5,651-93.2% |