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 | $10,377 | $109,982-90.6% | $97,226-89.3% | $145,922-92.9% |
| Participation rate | 71.4% | 75.9%-4.5pp | 72.7%-1.3pp | 80.3%-8.8pp |
| Annual return | 4.09% | 242.90%-238.8pp | 75.13%-71.0pp | 561.29%-557.2pp |
| Employer contribution / active EE | $1,447 | $3,084-53.1% | $2,729-47.0% | $4,660-68.9% |
| Participant deferral / active EE | $2,256 | $4,676-51.8% | $4,264-47.1% | $6,688-66.3% |
| Admin fee / account holder | $14,425 | $6,221+131.9% | $5,654+155.1% | $13,397+7.7% |