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 | $49,975 | $74,888-33.3% | $71,209-29.8% | $142,382-64.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 3.16% | 345.14%-342.0pp | 282.51%-279.4pp | 217.08%-213.9pp |
| Employer contribution / active EE | $441 | $2,854-84.5% | $2,721-83.8% | $4,299-89.7% |
| Participant deferral / active EE | $2,388 | $4,454-46.4% | $4,175-42.8% | $6,507-63.3% |
| Admin fee / account holder | $64,591 | $5,568+1060.0% | $5,349+1107.6% | $12,624+411.7% |