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 | $82,055 | $45,566+80.1% | $64,105+28.0% | $59,632+37.6% |
| Participation rate | 91.1% | 60.2%+30.9pp | 68.2%+22.9pp | 68.7%+22.4pp |
| Annual return | -3.20% | 4.95%-8.1pp | 791.24%-794.4pp | 2041.28%-2044.5pp |
| Employer contribution / active EE | $5,335 | $934+471.2% | $1,820+193.2% | $2,203+142.2% |
| Participant deferral / active EE | $2,811 | $2,057+36.7% | $2,822-0.4% | $3,192-11.9% |
| Admin fee / account holder | $6,901 | $3,268+111.2% | $4,499+53.4% | $4,297+60.6% |