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 | $26,290 | $102,317-74.3% | $146,958-82.1% | $80,856-67.5% |
| Participation rate | 76.5% | 75.8%+0.6pp | 82.2%-5.7pp | 67.6%+8.8pp |
| Annual return | 11.20% | 134.76%-123.6pp | 418.34%-407.1pp | 35.59%-24.4pp |
| Employer contribution / active EE | $4,297 | $3,713+15.7% | $4,933-12.9% | $2,755+56.0% |
| Participant deferral / active EE | $7,190 | $6,644+8.2% | $8,070-10.9% | $4,296+67.4% |
| Admin fee / account holder | $15,564 | $7,941+96.0% | $12,998+19.7% | $6,918+125.0% |