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 8-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 | $26,092 | $53,127-50.9% | $86,590-69.9% | $70,131-62.8% |
| Participation rate | 87.3% | 65.3%+22.0pp | 73.5%+13.8pp | 69.5%+17.8pp |
| Annual return | 12.44% | 27.66%-15.2pp | 964.84%-952.4pp | 73.14%-60.7pp |
| Employer contribution / active EE | $1,508 | $2,068-27.1% | $2,839-46.9% | $2,342-35.6% |
| Participant deferral / active EE | $1,019 | $2,696-62.2% | $3,609-71.8% | $3,332-69.4% |
| Admin fee / account holder | $5,593 | $3,585+56.0% | $4,906+14.0% | $4,645+20.4% |