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 | $19,855 | $91,190-78.2% | $178,490-88.9% | $79,858-75.1% |
| Participation rate | 80.5% | 69.2%+11.3pp | 81.9%-1.4pp | 69.6%+10.9pp |
| Annual return | 8.20% | 24.19%-16.0pp | 151.07%-142.9pp | 31.71%-23.5pp |
| Employer contribution / active EE | $973 | $3,256-70.1% | $5,011-80.6% | $2,471-60.6% |
| Participant deferral / active EE | $1,441 | $3,236-55.5% | $5,202-72.3% | $3,740-61.5% |
| Admin fee / account holder | $1,001 | $6,751-85.2% | $13,984-92.8% | $5,306-81.1% |