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 | $42,437 | $109,817-61.4% | $98,442-56.9% | $167,490-74.7% |
| Participation rate | 89.5% | 75.8%+13.6pp | 73.3%+16.1pp | 82.1%+7.4pp |
| Annual return | 4.49% | 1956.69%-1952.2pp | 1492.73%-1488.2pp | 478.56%-474.1pp |
| Employer contribution / active EE | $583 | $3,224-81.9% | $2,960-80.3% | $4,837-87.9% |
| Participant deferral / active EE | $3,006 | $4,673-35.7% | $4,276-29.7% | $6,341-52.6% |
| Admin fee / account holder | $5,143 | $6,753-23.8% | $5,949-13.6% | $12,309-58.2% |