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 | $26,067 | $63,346-58.8% | $92,233-71.7% | $70,131-62.8% |
| Participation rate | 92.9% | 68.7%+24.2pp | 76.5%+16.4pp | 69.5%+23.3pp |
| Annual return | 10.23% | 530.12%-519.9pp | 176.28%-166.0pp | 73.14%-62.9pp |
| Employer contribution / active EE | $2,944 | $2,471+19.2% | $3,679-20.0% | $2,342+25.7% |
| Participant deferral / active EE | $4,059 | $2,854+42.2% | $3,897+4.2% | $3,332+21.8% |
| Admin fee / account holder | $708 | $3,840-81.6% | $5,194-86.4% | $4,645-84.8% |