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 | $20,351 | $100,773-79.8% | $88,946-77.1% | $142,382-85.7% |
| Participation rate | 84.6% | 74.3%+10.3pp | 68.8%+15.8pp | 80.1%+4.5pp |
| Annual return | 0.26% | 70.18%-69.9pp | 57.82%-57.6pp | 217.08%-216.8pp |
| Employer contribution / active EE | $3,171 | $2,918+8.7% | $2,555+24.1% | $4,299-26.3% |
| Participant deferral / active EE | $1,273 | $5,230-75.7% | $4,581-72.2% | $6,507-80.4% |
| Admin fee / account holder | $1,134 | $9,693-88.3% | $8,261-86.3% | $12,624-91.0% |