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 | $16,520 | $148,534-88.9% | $135,903-87.8% | $139,434-88.2% |
| Participation rate | 90.9% | 83.9%+7.1pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 8.47% | 79.19%-70.7pp | 68.23%-59.8pp | 372.94%-364.5pp |
| Employer contribution / active EE | $1,595 | $5,243-69.6% | $4,856-67.2% | $4,751-66.4% |
| Participant deferral / active EE | $2,909 | $8,100-64.1% | $7,758-62.5% | $6,710-56.6% |
| Admin fee / account holder | $10,408 | $12,400-16.1% | $10,762-3.3% | $11,403-8.7% |