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 | $17,910 | $96,635-81.5% | $86,612-79.3% | $139,434-87.2% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 9.95% | 106.41%-96.5pp | 591.07%-581.1pp | 372.94%-363.0pp |
| Employer contribution / active EE | $1,386 | $3,263-57.5% | $3,022-54.1% | $4,751-70.8% |
| Participant deferral / active EE | $3,114 | $4,836-35.6% | $4,438-29.8% | $6,710-53.6% |
| Admin fee / account holder | $12,741 | $6,408+98.8% | $5,614+127.0% | $11,403+11.7% |