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 | $44,296 | $85,202-48.0% | $172,739-74.4% | $72,985-39.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 12.66% | 27.32%-14.7pp | 802.84%-790.2pp | 81.00%-68.3pp |
| Employer contribution / active EE | $2,633 | $3,324-20.8% | $5,143-48.8% | $2,440+7.9% |
| Participant deferral / active EE | $2,857 | $3,260-12.4% | $5,198-45.0% | $3,607-20.8% |
| Admin fee / account holder | $21,843 | $5,884+271.2% | $13,954+56.5% | $5,124+326.3% |