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 | $51,426 | $65,561-21.6% | $86,188-40.3% | $75,163-31.6% |
| Participation rate | 92.5% | 60.5%+32.0pp | 69.0%+23.5pp | 67.2%+25.3pp |
| Annual return | 11.48% | 46.05%-34.6pp | 1168.45%-1157.0pp | 160.62%-149.1pp |
| Employer contribution / active EE | $624 | $1,553-59.8% | $2,380-73.8% | $2,670-76.6% |
| Participant deferral / active EE | $5,684 | $3,024+88.0% | $3,985+42.6% | $4,125+37.8% |
| Admin fee / account holder | $601 | $5,474-89.0% | $6,852-91.2% | $5,651-89.4% |