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 | $53,690 | $96,635-44.4% | $86,612-38.0% | $139,434-61.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 7.76% | 106.41%-98.7pp | 591.07%-583.3pp | 372.94%-365.2pp |
| Employer contribution / active EE | $1,250 | $3,263-61.7% | $3,022-58.6% | $4,751-73.7% |
| Participant deferral / active EE | $4,219 | $4,836-12.8% | $4,438-4.9% | $6,710-37.1% |
| Admin fee / account holder | $41,643 | $6,408+549.9% | $5,614+641.7% | $11,403+265.2% |