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 | $44,866 | $27,915+60.7% | $58,482-23.3% | $75,163-40.3% |
| Participation rate | 95.7% | 38.8%+56.9pp | 50.9%+44.9pp | 67.2%+28.6pp |
| Annual return | 8.50% | 44.20%-35.7pp | 4239.32%-4230.8pp | 160.62%-152.1pp |
| Employer contribution / active EE | $2,128 | $669+218.0% | $1,053+102.0% | $2,670-20.3% |
| Participant deferral / active EE | $0 | $1,201-100.0% | $1,924-100.0% | $4,125-100.0% |
| Admin fee / account holder | $3,994 | $1,726+131.4% | $2,516+58.7% | $5,651-29.3% |