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 | $38,999 | $91,538-57.4% | $129,995-70.0% | $75,163-48.1% |
| Participation rate | 87.1% | 71.4%+15.7pp | 78.5%+8.6pp | 67.2%+19.9pp |
| Annual return | 11.81% | -631.11%+642.9pp | -137.18%+149.0pp | 160.62%-148.8pp |
| Employer contribution / active EE | $1,222 | $2,845-57.1% | $4,320-71.7% | $2,670-54.2% |
| Participant deferral / active EE | $3,146 | $4,341-27.5% | $5,820-46.0% | $4,125-23.7% |
| Admin fee / account holder | $13,327 | $6,790+96.3% | $10,614+25.6% | $5,651+135.8% |