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 | $50,202 | $88,707-43.4% | $74,183-32.3% | $273,961-81.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 1.46% | 11.94%-10.5pp | 17.74%-16.3pp | 41.45%-40.0pp |
| Employer contribution / active EE | $12,866 | $3,159+307.2% | $2,370+442.8% | $4,869+164.2% |
| Participant deferral / active EE | $7,563 | $4,212+79.6% | $3,550+113.1% | $5,287+43.0% |
| Admin fee / account holder | $143,600 | $8,717+1547.4% | $5,586+2470.8% | $10,132+1317.3% |