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 | $53,755 | $102,966-47.8% | $90,281-40.5% | $152,861-64.8% |
| Participation rate | 95.8% | 75.9%+20.0pp | 73.3%+22.6pp | 82.4%+13.4pp |
| Annual return | 4.61% | 95.16%-90.6pp | 78.10%-73.5pp | 345.32%-340.7pp |
| Employer contribution / active EE | $1,169 | $3,139-62.7% | $2,854-59.0% | $4,762-75.4% |
| Participant deferral / active EE | $2,188 | $4,281-48.9% | $3,885-43.7% | $5,850-62.6% |
| Admin fee / account holder | $9,465 | $6,171+53.4% | $5,351+76.9% | $11,596-18.4% |