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 | $49,308 | $70,756-30.3% | $65,493-24.7% | $142,382-65.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 6.31% | 1754.89%-1748.6pp | 982.45%-976.1pp | 217.08%-210.8pp |
| Employer contribution / active EE | $1,597 | $2,881-44.6% | $2,574-38.0% | $4,299-62.9% |
| Participant deferral / active EE | $10,989 | $4,637+137.0% | $3,961+177.4% | $6,507+68.9% |
| Admin fee / account holder | $10,669 | $6,559+62.7% | $5,028+112.2% | $12,624-15.5% |