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 8-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 | $57,146 | $162,781-64.9% | $133,956-57.3% | $158,922-64.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 3.46% | 41.94%-38.5pp | 45.09%-41.6pp | 302.83%-299.4pp |
| Employer contribution / active EE | $1,928 | $4,975-61.2% | $3,919-50.8% | $4,761-59.5% |
| Participant deferral / active EE | $3,056 | $5,911-48.3% | $5,048-39.4% | $5,982-48.9% |
| Admin fee / account holder | $48,220 | $11,736+310.9% | $8,927+440.1% | $11,246+328.8% |