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 | $22,709 | $90,348-74.9% | $75,972-70.1% | $145,922-84.4% |
| Participation rate | 81.8% | 74.5%+7.4pp | 69.1%+12.8pp | 80.3%+1.5pp |
| Annual return | 4.19% | 620.88%-616.7pp | 359.55%-355.4pp | 561.29%-557.1pp |
| Employer contribution / active EE | $1,909 | $3,311-42.3% | $2,685-28.9% | $4,660-59.0% |
| Participant deferral / active EE | $1,635 | $5,162-68.3% | $4,255-61.6% | $6,688-75.5% |
| Admin fee / account holder | $5,087 | $8,467-39.9% | $6,467-21.3% | $13,397-62.0% |