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 | $53,327 | $102,966-48.2% | $90,281-40.9% | $152,861-65.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 4.85% | 95.16%-90.3pp | 78.10%-73.3pp | 345.32%-340.5pp |
| Employer contribution / active EE | $4,036 | $3,139+28.6% | $2,854+41.4% | $4,762-15.3% |
| Participant deferral / active EE | $8,510 | $4,281+98.8% | $3,885+119.0% | $5,850+45.5% |
| Admin fee / account holder | $342 | $6,171-94.5% | $5,351-93.6% | $11,596-97.1% |