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 | $15,880 | $85,202-81.4% | $172,739-90.8% | $72,985-78.2% |
| Participation rate | 85.4% | 70.1%+15.3pp | 82.6%+2.7pp | 69.5%+15.9pp |
| Annual return | 12.33% | 27.32%-15.0pp | 802.84%-790.5pp | 81.00%-68.7pp |
| Employer contribution / active EE | $1,587 | $3,324-52.2% | $5,143-69.1% | $2,440-34.9% |
| Participant deferral / active EE | $2,509 | $3,260-23.0% | $5,198-51.7% | $3,607-30.5% |
| Admin fee / account holder | $2,515 | $5,884-57.2% | $13,954-82.0% | $5,124-50.9% |