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 6-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 | $25,944 | $79,449-67.3% | $189,557-86.3% | $85,850-69.8% |
| Participation rate | 73.0% | 66.0%+7.0pp | 78.4%-5.5pp | 69.3%+3.7pp |
| Annual return | 10.34% | 18.45%-8.1pp | 64.17%-53.8pp | 318.53%-308.2pp |
| Employer contribution / active EE | $616 | $2,081-70.4% | $4,412-86.0% | $2,565-76.0% |
| Participant deferral / active EE | $1,490 | $4,051-63.2% | $6,174-75.9% | $3,952-62.3% |
| Admin fee / account holder | $511 | $5,377-90.5% | $9,807-94.8% | $6,260-91.8% |