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 | $26,987 | $65,561-58.8% | $86,188-68.7% | $75,163-64.1% |
| Participation rate | 97.1% | 60.5%+36.6pp | 69.0%+28.1pp | 67.2%+29.9pp |
| Annual return | 3.96% | 46.05%-42.1pp | 1168.45%-1164.5pp | 160.62%-156.7pp |
| Employer contribution / active EE | $4,513 | $1,553+190.6% | $2,380+89.6% | $2,670+69.0% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,272 | $5,474-76.8% | $6,852-81.4% | $5,651-77.5% |