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 | $45,929 | $46,869-2.0% | $122,332-62.5% | $70,131-34.5% |
| Participation rate | 82.8% | 58.2%+24.6pp | 71.6%+11.1pp | 69.5%+13.2pp |
| Annual return | 10.29% | 24.22%-13.9pp | 30.27%-20.0pp | 73.14%-62.9pp |
| Employer contribution / active EE | $2,222 | $1,288+72.5% | $4,050-45.1% | $2,342-5.2% |
| Participant deferral / active EE | $5,100 | $2,166+135.4% | $3,287+55.2% | $3,332+53.1% |
| Admin fee / account holder | $15,480 | $3,322+365.9% | $5,478+182.6% | $4,645+233.2% |