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 | $38,938 | $144,119-73.0% | $117,854-67.0% | $147,584-73.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 6.06% | 531.15%-525.1pp | 335.08%-329.0pp | 578.55%-572.5pp |
| Employer contribution / active EE | $7,158 | $4,896+46.2% | $3,786+89.1% | $4,876+46.8% |
| Participant deferral / active EE | $4,472 | $5,316-15.9% | $4,482-0.2% | $5,439-17.8% |
| Admin fee / account holder | $12,306 | $10,886+13.0% | $8,020+53.4% | $10,885+13.1% |