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 | $38,164 | $83,902-54.5% | $167,512-77.2% | $84,808-55.0% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 5.61% | 91.55%-85.9pp | 1615.79%-1610.2pp | 40.90%-35.3pp |
| Employer contribution / active EE | $9,920 | $2,264+338.2% | $3,882+155.6% | $2,631+277.0% |
| Participant deferral / active EE | $3,818 | $4,442-14.1% | $6,405-40.4% | $4,212-9.3% |
| Admin fee / account holder | $9,030 | $7,915+14.1% | $9,769-7.6% | $7,344+23.0% |