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 | $21,937 | $85,202-74.3% | $172,739-87.3% | $72,985-69.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 3.19% | 27.32%-24.1pp | 802.84%-799.7pp | 81.00%-77.8pp |
| Employer contribution / active EE | $1,657 | $3,324-50.2% | $5,143-67.8% | $2,440-32.1% |
| Participant deferral / active EE | $1,582 | $3,260-51.5% | $5,198-69.6% | $3,607-56.1% |
| Admin fee / account holder | $5,223 | $5,884-11.2% | $13,954-62.6% | $5,124+1.9% |