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 | $18,551 | $57,281-67.6% | $86,612-78.6% | $75,163-75.3% |
| Participation rate | 86.4% | 63.2%+23.2pp | 71.7%+14.7pp | 67.2%+19.2pp |
| Annual return | 6.96% | 2670.75%-2663.8pp | 591.07%-584.1pp | 160.62%-153.7pp |
| Employer contribution / active EE | $3,005 | $2,314+29.8% | $3,022-0.6% | $2,670+12.6% |
| Participant deferral / active EE | $1,971 | $3,318-40.6% | $4,438-55.6% | $4,125-52.2% |
| Admin fee / account holder | $2,148 | $4,112-47.8% | $5,614-61.7% | $5,651-62.0% |