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 6-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 | $53,424 | $90,397-40.9% | $76,002-29.7% | $145,959-63.4% |
| Participation rate | 94.7% | 74.5%+20.2pp | 69.1%+25.7pp | 80.3%+14.5pp |
| Annual return | 4.00% | 621.97%-618.0pp | 360.07%-356.1pp | 561.95%-557.9pp |
| Employer contribution / active EE | $2,134 | $3,317-35.7% | $2,688-20.6% | $4,661-54.2% |
| Participant deferral / active EE | $3,509 | $5,163-32.0% | $4,257-17.6% | $6,689-47.5% |
| Admin fee / account holder | $52,319 | $8,369+525.1% | $6,414+715.7% | $13,398+290.5% |