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 | $16,402 | $27,839-41.1% | $58,482-72.0% | $71,457-77.0% |
| Participation rate | 71.0% | 34.5%+36.5pp | 50.9%+20.1pp | 67.9%+3.1pp |
| Annual return | 12.33% | 26.81%-14.5pp | 4239.32%-4227.0pp | 28.85%-16.5pp |
| Employer contribution / active EE | $894 | $631+41.8% | $1,053-15.1% | $2,588-65.4% |
| Participant deferral / active EE | $1,707 | $1,206+41.5% | $1,924-11.3% | $4,289-60.2% |
| Admin fee / account holder | $5,806 | $1,641+253.9% | $2,516+130.8% | $1,587+265.8% |