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 | $32,351 | $65,409-50.5% | $98,442-67.1% | $85,850-62.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 9.35% | 21.76%-12.4pp | 1492.73%-1483.4pp | 318.53%-309.2pp |
| Employer contribution / active EE | $3,685 | $2,168+70.0% | $2,960+24.5% | $2,565+43.7% |
| Participant deferral / active EE | $1,632 | $3,166-48.5% | $4,276-61.8% | $3,952-58.7% |
| Admin fee / account holder | $818 | $4,593-82.2% | $5,949-86.2% | $6,260-86.9% |