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 | $25,176 | $60,124-58.1% | $90,404-72.2% | $79,858-68.5% |
| Participation rate | 79.5% | 65.0%+14.5pp | 72.7%+6.8pp | 69.6%+9.9pp |
| Annual return | 6.13% | 71.94%-65.8pp | 1293.02%-1286.9pp | 31.71%-25.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,957 | $2,938+34.7% | $3,963-0.2% | $3,740+5.8% |
| Admin fee / account holder | $8,280 | $3,976+108.2% | $5,611+47.6% | $5,306+56.0% |