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 | $10,559 | $53,516-80.3% | $126,539-91.7% | $84,808-87.5% |
| Participation rate | 80.0% | 58.2%+21.8pp | 69.8%+10.2pp | 68.3%+11.7pp |
| Annual return | 10.54% | 58.34%-47.8pp | 425.95%-415.4pp | 40.90%-30.4pp |
| Employer contribution / active EE | $750 | $1,535-51.1% | $3,674-79.6% | $2,631-71.5% |
| Participant deferral / active EE | $2,240 | $2,671-16.1% | $4,083-45.1% | $4,212-46.8% |
| Admin fee / account holder | $8,757 | $4,497+94.8% | $6,065+44.4% | $7,344+19.2% |