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 | $53,766 | $102,317-47.5% | $146,958-63.4% | $80,856-33.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 11.47% | 134.76%-123.3pp | 418.34%-406.9pp | 35.59%-24.1pp |
| Employer contribution / active EE | $2,674 | $3,713-28.0% | $4,933-45.8% | $2,755-2.9% |
| Participant deferral / active EE | $4,523 | $6,644-31.9% | $8,070-43.9% | $4,296+5.3% |
| Admin fee / account holder | $451 | $7,941-94.3% | $12,998-96.5% | $6,918-93.5% |