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 | $57,402 | $30,400+88.8% | $53,898+6.5% | $84,808-32.3% |
| Participation rate | 100.0% | 46.4%+53.6pp | 55.0%+45.0pp | 68.3%+31.7pp |
| Annual return | 11.99% | 500.19%-488.2pp | 528.60%-516.6pp | 40.90%-28.9pp |
| Employer contribution / active EE | $3,281 | $603+444.4% | $932+252.0% | $2,631+24.7% |
| Participant deferral / active EE | $3,647 | $1,199+204.3% | $1,826+99.7% | $4,212-13.4% |
| Admin fee / account holder | $4,334 | $1,993+117.4% | $2,491+74.0% | $7,344-41.0% |