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 | $89,333 | $111,535-19.9% | $105,223-15.1% | $137,256-34.9% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 10.95% | 237.85%-226.9pp | 180.65%-169.7pp | 220.34%-209.4pp |
| Employer contribution / active EE | $2,479 | $3,939-37.1% | $3,689-32.8% | $4,156-40.4% |
| Participant deferral / active EE | $3,999 | $5,500-27.3% | $5,072-21.2% | $6,407-37.6% |
| Admin fee / account holder | $23,235 | $9,721+139.0% | $8,859+162.3% | $12,270+89.4% |