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 | $34,828 | $60,124-42.1% | $90,404-61.5% | $79,858-56.4% |
| Participation rate | 78.8% | 65.0%+13.8pp | 72.7%+6.1pp | 69.6%+9.2pp |
| Annual return | 6.70% | 71.94%-65.2pp | 1293.02%-1286.3pp | 31.71%-25.0pp |
| Employer contribution / active EE | $1,237 | $2,068-40.2% | $3,262-62.1% | $2,471-50.0% |
| Participant deferral / active EE | $1,550 | $2,938-47.3% | $3,963-60.9% | $3,740-58.6% |
| Admin fee / account holder | $17,154 | $3,976+331.4% | $5,611+205.7% | $5,306+223.3% |