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 8-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 | $48,206 | $84,696-43.1% | $75,696-36.3% | $167,490-71.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 1.67% | 199.36%-197.7pp | 104.53%-102.9pp | 478.56%-476.9pp |
| Employer contribution / active EE | $915 | $3,230-71.7% | $2,743-66.6% | $4,837-81.1% |
| Participant deferral / active EE | $1,057 | $4,580-76.9% | $3,821-72.3% | $6,341-83.3% |
| Admin fee / account holder | $6,525 | $5,355+21.8% | $3,619+80.3% | $12,309-47.0% |