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 | $23,527 | $58,234-59.6% | $81,783-71.2% | $80,874-70.9% |
| Participation rate | 90.0% | 63.4%+26.6pp | 72.4%+17.6pp | 67.6%+22.4pp |
| Annual return | 6.95% | 41.70%-34.8pp | 775.05%-768.1pp | 35.62%-28.7pp |
| Employer contribution / active EE | $3,432 | $2,341+46.6% | $2,913+17.8% | $2,756+24.5% |
| Participant deferral / active EE | $1,062 | $3,283-67.6% | $4,320-75.4% | $4,297-75.3% |
| Admin fee / account holder | $1,617 | $4,982-67.5% | $7,380-78.1% | $6,935-76.7% |