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 | $52,531 | $58,208-9.8% | $81,812-35.8% | $80,856-35.0% |
| Participation rate | 85.2% | 63.4%+21.8pp | 72.3%+12.9pp | 67.6%+17.6pp |
| Annual return | 8.64% | 41.66%-33.0pp | 773.79%-765.2pp | 35.59%-27.0pp |
| Employer contribution / active EE | $1,243 | $2,340-46.9% | $2,912-57.3% | $2,755-54.9% |
| Participant deferral / active EE | $4,104 | $3,281+25.1% | $4,319-5.0% | $4,296-4.5% |
| Admin fee / account holder | $1,453 | $4,981-70.8% | $7,386-80.3% | $6,918-79.0% |