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 | $25,484 | $64,839-60.7% | $95,585-73.3% | $84,808-70.0% |
| Participation rate | 97.1% | 63.8%+33.2pp | 72.1%+25.0pp | 68.3%+28.7pp |
| Annual return | 9.92% | -670.96%+680.9pp | 38.56%-28.6pp | 40.90%-31.0pp |
| Employer contribution / active EE | $2,639 | $1,759+50.1% | $2,527+4.5% | $2,631+0.3% |
| Participant deferral / active EE | $3,021 | $2,965+1.9% | $4,023-24.9% | $4,212-28.3% |
| Admin fee / account holder | $10,891 | $5,964+82.6% | $6,127+77.8% | $7,344+48.3% |