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 | $44,678 | $85,202-47.6% | $172,739-74.1% | $72,985-38.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 9.90% | 27.32%-17.4pp | 802.84%-792.9pp | 81.00%-71.1pp |
| Employer contribution / active EE | $3,722 | $3,324+12.0% | $5,143-27.6% | $2,440+52.6% |
| Participant deferral / active EE | $2,141 | $3,260-34.3% | $5,198-58.8% | $3,607-40.6% |
| Admin fee / account holder | $58,839 | $5,884+900.0% | $13,954+321.7% | $5,124+1048.2% |