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 10-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 | $52,313 | $68,346-23.5% | $94,646-44.7% | $75,163-30.4% |
| Participation rate | 94.9% | 76.1%+18.8pp | 80.8%+14.0pp | 67.2%+27.7pp |
| Annual return | 3.21% | 616.93%-613.7pp | 156.71%-153.5pp | 160.62%-157.4pp |
| Employer contribution / active EE | $7,386 | $2,701+173.5% | $3,672+101.1% | $2,670+176.6% |
| Participant deferral / active EE | $0 | $6,537-100.0% | $7,418-100.0% | $4,125-100.0% |
| Admin fee / account holder | $3,889 | $5,326-27.0% | $7,231-46.2% | $5,651-31.2% |