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 | $18,900 | $46,869-59.7% | $122,332-84.6% | $70,131-73.1% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 12.47% | 24.22%-11.7pp | 30.27%-17.8pp | 73.14%-60.7pp |
| Employer contribution / active EE | $1,798 | $1,288+39.6% | $4,050-55.6% | $2,342-23.2% |
| Participant deferral / active EE | $904 | $2,166-58.3% | $3,287-72.5% | $3,332-72.9% |
| Admin fee / account holder | $422 | $3,322-87.3% | $5,478-92.3% | $4,645-90.9% |