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 | $22,131 | $27,915-20.7% | $58,482-62.2% | $75,163-70.6% |
| Participation rate | 90.7% | 38.8%+51.9pp | 50.9%+39.8pp | 67.2%+23.5pp |
| Annual return | 8.14% | 44.20%-36.1pp | 4239.32%-4231.2pp | 160.62%-152.5pp |
| Employer contribution / active EE | $1,137 | $669+69.9% | $1,053+7.9% | $2,670-57.4% |
| Participant deferral / active EE | $1,747 | $1,201+45.4% | $1,924-9.2% | $4,125-57.6% |
| Admin fee / account holder | $18,223 | $1,726+956.0% | $2,516+624.3% | $5,651+222.5% |