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 | $51,317 | $60,323-14.9% | $81,812-37.3% | $74,495-31.1% |
| Participation rate | 82.6% | 62.9%+19.8pp | 72.3%+10.3pp | 67.2%+15.4pp |
| Annual return | 8.54% | 16.90%-8.4pp | 773.79%-765.3pp | 1364.94%-1356.4pp |
| Employer contribution / active EE | $0 | $2,620-100.0% | $2,912-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $5,036 | $3,387+48.7% | $4,319+16.6% | $4,346+15.9% |
| Admin fee / account holder | $9,663 | $1,486+550.4% | $7,386+30.8% | $1,942+397.7% |