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 | $50,570 | $30,400+66.3% | $53,898-6.2% | $84,808-40.4% |
| Participation rate | 91.1% | 46.4%+44.7pp | 55.0%+36.2pp | 68.3%+22.8pp |
| Annual return | 9.17% | 500.19%-491.0pp | 528.60%-519.4pp | 40.90%-31.7pp |
| Employer contribution / active EE | $2,222 | $603+268.7% | $932+138.4% | $2,631-15.5% |
| Participant deferral / active EE | $0 | $1,199-100.0% | $1,826-100.0% | $4,212-100.0% |
| Admin fee / account holder | $3,259 | $1,993+63.5% | $2,491+30.8% | $7,344-55.6% |