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 | $56,492 | $70,756-20.2% | $65,493-13.7% | $142,382-60.3% |
| Participation rate | 88.9% | 77.4%+11.5pp | 73.1%+15.8pp | 80.1%+8.8pp |
| Annual return | 7.30% | 1754.89%-1747.6pp | 982.45%-975.1pp | 217.08%-209.8pp |
| Employer contribution / active EE | $1,571 | $2,881-45.5% | $2,574-39.0% | $4,299-63.5% |
| Participant deferral / active EE | $1,170 | $4,637-74.8% | $3,961-70.5% | $6,507-82.0% |
| Admin fee / account holder | $1,545 | $6,559-76.4% | $5,028-69.3% | $12,624-87.8% |