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 | $67,398 | $83,902-19.7% | $167,512-59.8% | $84,808-20.5% |
| Participation rate | 82.3% | 66.5%+15.8pp | 77.1%+5.2pp | 68.3%+13.9pp |
| Annual return | 12.93% | 91.55%-78.6pp | 1615.79%-1602.9pp | 40.90%-28.0pp |
| Employer contribution / active EE | $1,082 | $2,264-52.2% | $3,882-72.1% | $2,631-58.9% |
| Participant deferral / active EE | $4,074 | $4,442-8.3% | $6,405-36.4% | $4,212-3.3% |
| Admin fee / account holder | $8,128 | $7,915+2.7% | $9,769-16.8% | $7,344+10.7% |