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 | $68,413 | $70,669-3.2% | $169,368-59.6% | $75,163-9.0% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 11.22% | 36.36%-25.1pp | 405.60%-394.4pp | 160.62%-149.4pp |
| Employer contribution / active EE | $3,413 | $2,211+54.4% | $4,013-14.9% | $2,670+27.8% |
| Participant deferral / active EE | $11,085 | $4,311+157.2% | $6,221+78.2% | $4,125+168.7% |
| Admin fee / account holder | $31,494 | $5,402+483.0% | $9,003+249.8% | $5,651+457.3% |