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 | $52,398 | $118,849-55.9% | $96,562-45.7% | $167,490-68.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 0.01% | 50.49%-50.5pp | 37.78%-37.8pp | 478.56%-478.5pp |
| Employer contribution / active EE | $5,150 | $3,120+65.1% | $2,356+118.5% | $4,837+6.5% |
| Participant deferral / active EE | $3,857 | $4,616-16.4% | $3,849+0.2% | $6,341-39.2% |
| Admin fee / account holder | $2,692 | $8,065-66.6% | $6,181-56.5% | $12,309-78.1% |