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 | $47,656 | $58,208-18.1% | $81,812-41.7% | $80,856-41.1% |
| Participation rate | 93.3% | 63.4%+29.9pp | 72.3%+21.0pp | 67.6%+25.7pp |
| Annual return | 0.97% | 41.66%-40.7pp | 773.79%-772.8pp | 35.59%-34.6pp |
| Employer contribution / active EE | $4,403 | $2,340+88.1% | $2,912+51.2% | $2,755+59.8% |
| Participant deferral / active EE | $0 | $3,281-100.0% | $4,319-100.0% | $4,296-100.0% |
| Admin fee / account holder | $2,226 | $4,981-55.3% | $7,386-69.9% | $6,918-67.8% |