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 | $51,073 | $83,902-39.1% | $167,512-69.5% | $84,808-39.8% |
| Participation rate | 93.9% | 66.5%+27.5pp | 77.1%+16.9pp | 68.3%+25.6pp |
| Annual return | 5.20% | 91.55%-86.3pp | 1615.79%-1610.6pp | 40.90%-35.7pp |
| Employer contribution / active EE | $1,257 | $2,264-44.5% | $3,882-67.6% | $2,631-52.2% |
| Participant deferral / active EE | $4,936 | $4,442+11.1% | $6,405-22.9% | $4,212+17.2% |
| Admin fee / account holder | $618 | $7,915-92.2% | $9,769-93.7% | $7,344-91.6% |