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 | $39,988 | $102,966-61.2% | $90,281-55.7% | $152,861-73.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 6.07% | 95.16%-89.1pp | 78.10%-72.0pp | 345.32%-339.2pp |
| Employer contribution / active EE | $6,357 | $3,139+102.5% | $2,854+122.7% | $4,762+33.5% |
| Participant deferral / active EE | $7,966 | $4,281+86.0% | $3,885+105.0% | $5,850+36.2% |
| Admin fee / account holder | $2,796 | $6,171-54.7% | $5,351-47.7% | $11,596-75.9% |