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 | $21,960 | $80,717-72.8% | $154,803-85.8% | $84,808-74.1% |
| Participation rate | 85.5% | 66.8%+18.6pp | 78.1%+7.4pp | 68.3%+17.1pp |
| Annual return | 12.40% | 37.96%-25.6pp | 58.88%-46.5pp | 40.90%-28.5pp |
| Employer contribution / active EE | $1,282 | $2,761-53.6% | $4,305-70.2% | $2,631-51.3% |
| Participant deferral / active EE | $1,699 | $3,303-48.6% | $5,540-69.3% | $4,212-59.7% |
| Admin fee / account holder | $827 | $6,746-87.7% | $14,329-94.2% | $7,344-88.7% |