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 | $25,008 | $154,117-83.8% | $129,995-80.8% | $139,434-82.1% |
| Participation rate | 94.1% | 82.0%+12.2pp | 78.5%+15.6pp | 80.3%+13.8pp |
| Annual return | 8.26% | 32.48%-24.2pp | -137.18%+145.4pp | 372.94%-364.7pp |
| Employer contribution / active EE | $1,896 | $5,289-64.2% | $4,320-56.1% | $4,751-60.1% |
| Participant deferral / active EE | $2,788 | $6,710-58.5% | $5,820-52.1% | $6,710-58.5% |
| Admin fee / account holder | $18,585 | $14,007+32.7% | $10,614+75.1% | $11,403+63.0% |