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 | $52,148 | $80,812-35.5% | $160,784-67.6% | $82,448-36.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.0%+23.0pp | 68.1%+31.9pp |
| Annual return | 11.89% | 100.59%-88.7pp | 1803.92%-1792.0pp | 41.64%-29.8pp |
| Employer contribution / active EE | $7,508 | $2,174+245.4% | $3,733+101.1% | $2,551+194.3% |
| Participant deferral / active EE | $2,822 | $4,335-34.9% | $6,293-55.2% | $4,139-31.8% |
| Admin fee / account holder | $9,337 | $7,695+21.3% | $9,717-3.9% | $7,234+29.1% |