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 | $42,134 | $77,314-45.5% | $177,989-76.3% | $80,856-47.9% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 5.54% | 18.09%-12.5pp | 294.48%-288.9pp | 35.59%-30.1pp |
| Employer contribution / active EE | $7,588 | $2,292+231.1% | $3,949+92.2% | $2,755+175.4% |
| Participant deferral / active EE | $2,764 | $4,411-37.3% | $6,276-56.0% | $4,296-35.7% |
| Admin fee / account holder | $513 | $7,191-92.9% | $10,363-95.0% | $6,918-92.6% |