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 4-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 | $11,225 | $74,888-85.0% | $71,209-84.2% | $142,382-92.1% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.1%+11.5pp |
| Annual return | 11.74% | 345.14%-333.4pp | 282.51%-270.8pp | 217.08%-205.3pp |
| Employer contribution / active EE | $2,097 | $2,854-26.5% | $2,721-22.9% | $4,299-51.2% |
| Participant deferral / active EE | $3,891 | $4,454-12.6% | $4,175-6.8% | $6,507-40.2% |
| Admin fee / account holder | $1,213 | $5,568-78.2% | $5,349-77.3% | $12,624-90.4% |