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 | $54,944 | $65,561-16.2% | $86,188-36.3% | $75,163-26.9% |
| Participation rate | 98.6% | 60.5%+38.1pp | 69.0%+29.7pp | 67.2%+31.4pp |
| Annual return | 11.13% | 46.05%-34.9pp | 1168.45%-1157.3pp | 160.62%-149.5pp |
| Employer contribution / active EE | $2,159 | $1,553+39.1% | $2,380-9.3% | $2,670-19.1% |
| Participant deferral / active EE | $2,613 | $3,024-13.6% | $3,985-34.4% | $4,125-36.6% |
| Admin fee / account holder | $3,632 | $5,474-33.7% | $6,852-47.0% | $5,651-35.7% |