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 7-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 | $17,809 | $88,751-79.9% | $81,812-78.2% | $145,922-87.8% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.3%+17.7pp | 80.3%+9.7pp |
| Annual return | 3.21% | 1025.40%-1022.2pp | 773.79%-770.6pp | 561.29%-558.1pp |
| Employer contribution / active EE | $1,684 | $3,083-45.4% | $2,912-42.2% | $4,660-63.9% |
| Participant deferral / active EE | $4,302 | $4,643-7.3% | $4,319-0.4% | $6,688-35.7% |
| Admin fee / account holder | $878 | $8,415-89.6% | $7,386-88.1% | $13,397-93.4% |