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 | $48,424 | $111,724-56.7% | $93,606-48.3% | $145,922-66.8% |
| Participation rate | 88.9% | 74.2%+14.7pp | 68.7%+20.2pp | 80.3%+8.6pp |
| Annual return | 4.94% | 202.98%-198.0pp | 133.20%-128.3pp | 561.29%-556.4pp |
| Employer contribution / active EE | $4,011 | $3,090+29.8% | $2,420+65.7% | $4,660-13.9% |
| Participant deferral / active EE | $7,341 | $4,912+49.4% | $4,411+66.4% | $6,688+9.8% |
| Admin fee / account holder | $170,839 | $10,250+1566.8% | $8,285+1962.0% | $13,397+1175.2% |