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 | $35,496 | $65,409-45.7% | $98,442-63.9% | $85,850-58.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 10.52% | 21.76%-11.2pp | 1492.73%-1482.2pp | 318.53%-308.0pp |
| Employer contribution / active EE | $5,080 | $2,168+134.3% | $2,960+71.6% | $2,565+98.0% |
| Participant deferral / active EE | $4,047 | $3,166+27.8% | $4,276-5.4% | $3,952+2.4% |
| Admin fee / account holder | $1,348 | $4,593-70.6% | $5,949-77.3% | $6,260-78.5% |