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 | $31,030 | $65,561-52.7% | $86,188-64.0% | $75,163-58.7% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 11.15% | 46.05%-34.9pp | 1168.45%-1157.3pp | 160.62%-149.5pp |
| Employer contribution / active EE | $2,983 | $1,553+92.2% | $2,380+25.3% | $2,670+11.7% |
| Participant deferral / active EE | $4,249 | $3,024+40.5% | $3,985+6.6% | $4,125+3.0% |
| Admin fee / account holder | $4,202 | $5,474-23.2% | $6,852-38.7% | $5,651-25.6% |