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 | $53,427 | $154,117-65.3% | $129,995-58.9% | $139,434-61.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 7.68% | 32.48%-24.8pp | -137.18%+144.9pp | 372.94%-365.3pp |
| Employer contribution / active EE | $1,261 | $5,289-76.2% | $4,320-70.8% | $4,751-73.5% |
| Participant deferral / active EE | $2,626 | $6,710-60.9% | $5,820-54.9% | $6,710-60.9% |
| Admin fee / account holder | $27,600 | $14,007+97.1% | $10,614+160.0% | $11,403+142.1% |