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 | $16,921 | $65,409-74.1% | $98,442-82.8% | $85,850-80.3% |
| Participation rate | 92.9% | 65.0%+27.9pp | 73.3%+19.5pp | 69.3%+23.5pp |
| Annual return | 6.91% | 21.76%-14.8pp | 1492.73%-1485.8pp | 318.53%-311.6pp |
| Employer contribution / active EE | $3,598 | $2,168+66.0% | $2,960+21.6% | $2,565+40.3% |
| Participant deferral / active EE | $2,290 | $3,166-27.7% | $4,276-46.5% | $3,952-42.1% |
| Admin fee / account holder | $29,649 | $4,593+545.6% | $5,949+398.4% | $6,260+373.6% |