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 | $55,217 | $65,561-15.8% | $86,188-35.9% | $75,163-26.5% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 12.40% | 46.05%-33.7pp | 1168.45%-1156.0pp | 160.62%-148.2pp |
| Employer contribution / active EE | $3,750 | $1,553+141.5% | $2,380+57.5% | $2,670+40.4% |
| Participant deferral / active EE | $3,274 | $3,024+8.3% | $3,985-17.9% | $4,125-20.6% |
| Admin fee / account holder | $10,310 | $5,474+88.3% | $6,852+50.5% | $5,651+82.4% |