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 | $38,224 | $53,516-28.6% | $126,539-69.8% | $84,808-54.9% |
| Participation rate | 96.8% | 58.2%+38.6pp | 69.8%+27.0pp | 68.3%+28.5pp |
| Annual return | 11.68% | 58.34%-46.7pp | 425.95%-414.3pp | 40.90%-29.2pp |
| Employer contribution / active EE | $3,091 | $1,535+101.4% | $3,674-15.9% | $2,631+17.5% |
| Participant deferral / active EE | $0 | $2,671-100.0% | $4,083-100.0% | $4,212-100.0% |
| Admin fee / account holder | $734 | $4,497-83.7% | $6,065-87.9% | $7,344-90.0% |