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 4-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 | $51,043 | $111,724-54.3% | $93,606-45.5% | $145,922-65.0% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 5.74% | 202.98%-197.2pp | 133.20%-127.5pp | 561.29%-555.5pp |
| Employer contribution / active EE | $1,738 | $3,090-43.7% | $2,420-28.2% | $4,660-62.7% |
| Participant deferral / active EE | $13,843 | $4,912+181.8% | $4,411+213.8% | $6,688+107.0% |
| Admin fee / account holder | $4,028 | $10,250-60.7% | $8,285-51.4% | $13,397-69.9% |