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 5-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 | $47,019 | $83,902-44.0% | $167,512-71.9% | $84,808-44.6% |
| Participation rate | 80.5% | 66.5%+14.1pp | 77.1%+3.5pp | 68.3%+12.2pp |
| Annual return | 11.34% | 91.55%-80.2pp | 1615.79%-1604.5pp | 40.90%-29.6pp |
| Employer contribution / active EE | $851 | $2,264-62.4% | $3,882-78.1% | $2,631-67.6% |
| Participant deferral / active EE | $4,113 | $4,442-7.4% | $6,405-35.8% | $4,212-2.3% |
| Admin fee / account holder | $13,296 | $7,915+68.0% | $9,769+36.1% | $7,344+81.0% |