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 | $49,048 | $74,888-34.5% | $71,209-31.1% | $142,382-65.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 8.80% | 345.14%-336.3pp | 282.51%-273.7pp | 217.08%-208.3pp |
| Employer contribution / active EE | $735 | $2,854-74.2% | $2,721-73.0% | $4,299-82.9% |
| Participant deferral / active EE | $1,465 | $4,454-67.1% | $4,175-64.9% | $6,507-77.5% |
| Admin fee / account holder | $52,740 | $5,568+847.1% | $5,349+886.0% | $12,624+317.8% |