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 | $42,080 | $53,127-20.8% | $86,590-51.4% | $70,131-40.0% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 10.97% | 27.66%-16.7pp | 964.84%-953.9pp | 73.14%-62.2pp |
| Employer contribution / active EE | $4,780 | $2,068+131.1% | $2,839+68.3% | $2,342+104.0% |
| Participant deferral / active EE | $6,175 | $2,696+129.0% | $3,609+71.1% | $3,332+85.3% |
| Admin fee / account holder | $9,651 | $3,585+169.2% | $4,906+96.7% | $4,645+107.8% |