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 | $62,516 | $77,314-19.1% | $177,989-64.9% | $80,856-22.7% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 9.75% | 18.09%-8.3pp | 294.48%-284.7pp | 35.59%-25.8pp |
| Employer contribution / active EE | $2,015 | $2,292-12.1% | $3,949-49.0% | $2,755-26.8% |
| Participant deferral / active EE | $4,300 | $4,411-2.5% | $6,276-31.5% | $4,296+0.1% |
| Admin fee / account holder | $173,629 | $7,191+2314.6% | $10,363+1575.4% | $6,918+2409.8% |