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 | $38,077 | $49,173-22.6% | $121,098-68.6% | $75,163-49.3% |
| Participation rate | 95.3% | 55.4%+40.0pp | 69.5%+25.9pp | 67.2%+28.2pp |
| Annual return | 12.93% | 55.99%-43.1pp | 985.75%-972.8pp | 160.62%-147.7pp |
| Employer contribution / active EE | $2,484 | $1,546+60.7% | $4,164-40.3% | $2,670-7.0% |
| Participant deferral / active EE | $0 | $2,628-100.0% | $4,080-100.0% | $4,125-100.0% |
| Admin fee / account holder | $3,365 | $3,942-14.6% | $5,644-40.4% | $5,651-40.4% |