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 | $57,264 | $65,561-12.7% | $86,188-33.6% | $75,163-23.8% |
| Participation rate | 91.1% | 60.5%+30.6pp | 69.0%+22.1pp | 67.2%+23.9pp |
| Annual return | 7.60% | 46.05%-38.5pp | 1168.45%-1160.8pp | 160.62%-153.0pp |
| Employer contribution / active EE | $1,921 | $1,553+23.7% | $2,380-19.3% | $2,670-28.1% |
| Participant deferral / active EE | $5,250 | $3,024+73.6% | $3,985+31.7% | $4,125+27.3% |
| Admin fee / account holder | $21,015 | $5,474+283.9% | $6,852+206.7% | $5,651+271.9% |