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 | $14,259 | $77,899-81.7% | $149,673-90.5% | $75,163-81.0% |
| Participation rate | 70.4% | 65.6%+4.8pp | 78.8%-8.4pp | 67.2%+3.2pp |
| Annual return | 10.47% | 31.72%-21.3pp | 134.42%-123.9pp | 160.62%-150.2pp |
| Employer contribution / active EE | $707 | $3,137-77.5% | $4,818-85.3% | $2,670-73.5% |
| Participant deferral / active EE | $1,448 | $3,411-57.5% | $5,680-74.5% | $4,125-64.9% |
| Admin fee / account holder | $2,295 | $5,956-61.5% | $13,210-82.6% | $5,651-59.4% |