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 | $28,999 | $60,124-51.8% | $90,404-67.9% | $79,858-63.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 5.76% | 71.94%-66.2pp | 1293.02%-1287.3pp | 31.71%-26.0pp |
| Employer contribution / active EE | $4,402 | $2,068+112.9% | $3,262+34.9% | $2,471+78.2% |
| Participant deferral / active EE | $4,486 | $2,938+52.7% | $3,963+13.2% | $3,740+20.0% |
| Admin fee / account holder | $3,342 | $3,976-16.0% | $5,611-40.4% | $5,306-37.0% |