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 | $19,449 | $85,202-77.2% | $172,739-88.7% | $72,985-73.4% |
| Participation rate | 94.9% | 70.1%+24.8pp | 82.6%+12.2pp | 69.5%+25.4pp |
| Annual return | 12.07% | 27.32%-15.3pp | 802.84%-790.8pp | 81.00%-68.9pp |
| Employer contribution / active EE | $1,229 | $3,324-63.0% | $5,143-76.1% | $2,440-49.6% |
| Participant deferral / active EE | $988 | $3,260-69.7% | $5,198-81.0% | $3,607-72.6% |
| Admin fee / account holder | $8,771 | $5,884+49.1% | $13,954-37.1% | $5,124+71.2% |