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 4-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 | $31,310 | $111,724-72.0% | $93,606-66.6% | $145,922-78.5% |
| Participation rate | 72.2% | 74.2%-2.0pp | 68.7%+3.5pp | 80.3%-8.1pp |
| Annual return | 4.43% | 202.98%-198.6pp | 133.20%-128.8pp | 561.29%-556.9pp |
| Employer contribution / active EE | $2,083 | $3,090-32.6% | $2,420-13.9% | $4,660-55.3% |
| Participant deferral / active EE | $4,154 | $4,912-15.4% | $4,411-5.8% | $6,688-37.9% |
| Admin fee / account holder | $69,594 | $10,250+579.0% | $8,285+740.0% | $13,397+419.5% |