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 | $49,269 | $89,355-44.9% | $141,162-65.1% | $72,985-32.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 17.38% | 111.85%-94.5pp | 71.39%-54.0pp | 81.00%-63.6pp |
| Employer contribution / active EE | $1,259 | $3,114-59.6% | $4,735-73.4% | $2,440-48.4% |
| Participant deferral / active EE | $6,891 | $5,418+27.2% | $6,709+2.7% | $3,607+91.0% |
| Admin fee / account holder | $14,998 | $5,958+151.7% | $10,261+46.2% | $5,124+192.7% |