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 | $31,399 | $72,400-56.6% | $67,502-53.5% | $145,922-78.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 7.87% | 7182.46%-7174.6pp | 3512.12%-3504.3pp | 561.29%-553.4pp |
| Employer contribution / active EE | $6,073 | $3,069+97.9% | $2,731+122.4% | $4,660+30.3% |
| Participant deferral / active EE | $3,908 | $4,783-18.3% | $4,000-2.3% | $6,688-41.6% |
| Admin fee / account holder | $38,417 | $5,539+593.6% | $3,998+861.0% | $13,397+186.8% |