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 | $51,493 | $53,516-3.8% | $126,539-59.3% | $84,808-39.3% |
| Participation rate | 93.2% | 58.2%+35.0pp | 69.8%+23.4pp | 68.3%+24.9pp |
| Annual return | 12.15% | 58.34%-46.2pp | 425.95%-413.8pp | 40.90%-28.8pp |
| Employer contribution / active EE | $3,160 | $1,535+105.9% | $3,674-14.0% | $2,631+20.1% |
| Participant deferral / active EE | $3,864 | $2,671+44.7% | $4,083-5.3% | $4,212-8.2% |
| Admin fee / account holder | $27,091 | $4,497+502.5% | $6,065+346.7% | $7,344+268.9% |