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 | $51,275 | $30,400+68.7% | $53,898-4.9% | $84,808-39.5% |
| Participation rate | 98.1% | 46.4%+51.7pp | 55.0%+43.2pp | 68.3%+29.8pp |
| Annual return | 8.05% | 500.19%-492.1pp | 528.60%-520.6pp | 40.90%-32.8pp |
| Employer contribution / active EE | $1,811 | $603+200.5% | $932+94.3% | $2,631-31.2% |
| Participant deferral / active EE | $0 | $1,199-100.0% | $1,826-100.0% | $4,212-100.0% |
| Admin fee / account holder | $19,234 | $1,993+864.9% | $2,491+672.2% | $7,344+161.9% |