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 5-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 | $45,950 | $106,890-57.0% | $84,015-45.3% | $152,861-69.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 5.53% | 104.99%-99.5pp | 71.31%-65.8pp | 345.32%-339.8pp |
| Employer contribution / active EE | $19,148 | $2,734+600.3% | $1,983+865.4% | $4,762+302.1% |
| Participant deferral / active EE | $7,280 | $4,011+81.5% | $3,239+124.8% | $5,850+24.4% |
| Admin fee / account holder | $1,086 | $8,285-86.9% | $6,101-82.2% | $11,596-90.6% |