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 | $29,627 | $90,348-67.2% | $75,972-61.0% | $145,922-79.7% |
| Participation rate | 73.3% | 74.5%-1.1pp | 69.1%+4.3pp | 80.3%-6.9pp |
| Annual return | 7.52% | 620.88%-613.4pp | 359.55%-352.0pp | 561.29%-553.8pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,685-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,352 | $5,162-73.8% | $4,255-68.2% | $6,688-79.8% |
| Admin fee / account holder | $38,516 | $8,467+354.9% | $6,467+495.6% | $13,397+187.5% |