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 | $37,353 | $102,966-63.7% | $90,281-58.6% | $152,861-75.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 2.74% | 95.16%-92.4pp | 78.10%-75.4pp | 345.32%-342.6pp |
| Employer contribution / active EE | $6,770 | $3,139+115.7% | $2,854+137.2% | $4,762+42.1% |
| Participant deferral / active EE | $15,533 | $4,281+262.8% | $3,885+299.8% | $5,850+165.5% |
| Admin fee / account holder | $35,267 | $6,171+471.5% | $5,351+559.0% | $11,596+204.1% |