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 | $23,688 | $109,327-78.3% | $89,391-73.5% | $158,922-85.1% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.0%+19.5pp | 82.0%+5.5pp |
| Annual return | 0.62% | 345.68%-345.1pp | 245.62%-245.0pp | 302.83%-302.2pp |
| Employer contribution / active EE | $1,281 | $3,170-59.6% | $2,586-50.5% | $4,761-73.1% |
| Participant deferral / active EE | $2,265 | $4,598-50.8% | $3,890-41.8% | $5,982-62.1% |
| Admin fee / account holder | $10,678 | $6,153+73.5% | $4,881+118.7% | $11,246-5.0% |