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 | $44,429 | $60,124-26.1% | $90,404-50.9% | $79,858-44.4% |
| Participation rate | 88.5% | 65.0%+23.5pp | 72.7%+15.8pp | 69.6%+18.8pp |
| Annual return | 4.98% | 71.94%-67.0pp | 1293.02%-1288.0pp | 31.71%-26.7pp |
| Employer contribution / active EE | $3,053 | $2,068+47.7% | $3,262-6.4% | $2,471+23.6% |
| Participant deferral / active EE | $1,508 | $2,938-48.7% | $3,963-62.0% | $3,740-59.7% |
| Admin fee / account holder | $4,357 | $3,976+9.6% | $5,611-22.3% | $5,306-17.9% |