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 | $50,892 | $60,124-15.4% | $90,404-43.7% | $79,858-36.3% |
| Participation rate | 84.8% | 65.0%+19.9pp | 72.7%+12.2pp | 69.6%+15.2pp |
| Annual return | 8.98% | 71.94%-63.0pp | 1293.02%-1284.0pp | 31.71%-22.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,975 | $2,938+103.4% | $3,963+50.8% | $3,740+59.8% |
| Admin fee / account holder | $766 | $3,976-80.7% | $5,611-86.3% | $5,306-85.6% |