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 7-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 | $26,743 | $183,519-85.4% | $155,509-82.8% | $145,922-81.7% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 0.57% | 61.17%-60.6pp | 64.67%-64.1pp | 561.29%-560.7pp |
| Employer contribution / active EE | $2,127 | $5,313-60.0% | $4,672-54.5% | $4,660-54.4% |
| Participant deferral / active EE | $3,893 | $6,462-39.8% | $5,626-30.8% | $6,688-41.8% |
| Admin fee / account holder | $90,536 | $19,313+368.8% | $15,912+469.0% | $13,397+575.8% |