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 | $64,894 | $100,041-35.1% | $149,718-56.7% | $70,131-7.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 6.54% | 27.43%-20.9pp | 1501.63%-1495.1pp | 73.14%-66.6pp |
| Employer contribution / active EE | $9,648 | $3,662+163.5% | $5,445+77.2% | $2,342+311.9% |
| Participant deferral / active EE | $2,992 | $4,983-39.9% | $6,569-54.5% | $3,332-10.2% |
| Admin fee / account holder | $5,348 | $8,286-35.5% | $11,283-52.6% | $4,645+15.1% |