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 | $27,256 | $58,208-53.2% | $81,812-66.7% | $80,856-66.3% |
| Participation rate | 92.9% | 63.4%+29.4pp | 72.3%+20.5pp | 67.6%+25.2pp |
| Annual return | 5.38% | 41.66%-36.3pp | 773.79%-768.4pp | 35.59%-30.2pp |
| Employer contribution / active EE | $2,244 | $2,340-4.1% | $2,912-22.9% | $2,755-18.5% |
| Participant deferral / active EE | $3,706 | $3,281+12.9% | $4,319-14.2% | $4,296-13.7% |
| Admin fee / account holder | $4,076 | $4,981-18.2% | $7,386-44.8% | $6,918-41.1% |