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 | $54,674 | $102,604-46.7% | $86,188-36.6% | $139,434-60.8% |
| Participation rate | 76.9% | 74.5%+2.4pp | 69.0%+8.0pp | 80.3%-3.4pp |
| Annual return | 8.40% | 1922.51%-1914.1pp | 1168.45%-1160.1pp | 372.94%-364.5pp |
| Employer contribution / active EE | $1,357 | $3,032-55.2% | $2,380-43.0% | $4,751-71.4% |
| Participant deferral / active EE | $1,501 | $4,676-67.9% | $3,985-62.3% | $6,710-77.6% |
| Admin fee / account holder | $1,525 | $8,657-82.4% | $6,852-77.7% | $11,403-86.6% |