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 | $53,297 | $70,756-24.7% | $65,493-18.6% | $142,382-62.6% |
| Participation rate | 86.4% | 77.4%+9.0pp | 73.1%+13.3pp | 80.1%+6.2pp |
| Annual return | 8.89% | 1754.89%-1746.0pp | 982.45%-973.6pp | 217.08%-208.2pp |
| Employer contribution / active EE | $3,541 | $2,881+22.9% | $2,574+37.6% | $4,299-17.6% |
| Participant deferral / active EE | $2,615 | $4,637-43.6% | $3,961-34.0% | $6,507-59.8% |
| Admin fee / account holder | $36,097 | $6,559+450.3% | $5,028+617.9% | $12,624+185.9% |