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 | $18,780 | $85,202-78.0% | $172,739-89.1% | $72,985-74.3% |
| Participation rate | 77.0% | 70.1%+7.0pp | 82.6%-5.6pp | 69.5%+7.5pp |
| Annual return | 7.97% | 27.32%-19.4pp | 802.84%-794.9pp | 81.00%-73.0pp |
| Employer contribution / active EE | $1,126 | $3,324-66.1% | $5,143-78.1% | $2,440-53.8% |
| Participant deferral / active EE | $1,328 | $3,260-59.3% | $5,198-74.4% | $3,607-63.2% |
| Admin fee / account holder | $1,112 | $5,884-81.1% | $13,954-92.0% | $5,124-78.3% |