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 | $43,469 | $51,576-15.7% | $129,207-66.4% | $80,856-46.2% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 10.67% | 20.81%-10.1pp | 9417.33%-9406.7pp | 35.59%-24.9pp |
| Employer contribution / active EE | $6,115 | $1,584+286.1% | $4,153+47.2% | $2,755+122.0% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $4,168-100.0% | $4,296-100.0% |
| Admin fee / account holder | $555 | $4,305-87.1% | $7,715-92.8% | $6,918-92.0% |