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 | $49,583 | $99,877-50.4% | $84,966-41.6% | $145,922-66.0% |
| Participation rate | 92.3% | 74.1%+18.2pp | 67.5%+24.8pp | 80.3%+12.0pp |
| Annual return | 3.65% | 83.76%-80.1pp | 66.38%-62.7pp | 561.29%-557.6pp |
| Employer contribution / active EE | $5,752 | $3,231+78.0% | $2,727+110.9% | $4,660+23.4% |
| Participant deferral / active EE | $2,282 | $5,291-56.9% | $4,519-49.5% | $6,688-65.9% |
| Admin fee / account holder | $427 | $7,248-94.1% | $6,149-93.0% | $13,397-96.8% |