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 | $8,553 | $30,400-71.9% | $53,898-84.1% | $84,808-89.9% |
| Participation rate | 74.4% | 46.4%+28.0pp | 55.0%+19.5pp | 68.3%+6.1pp |
| Annual return | 13.60% | 500.19%-486.6pp | 528.60%-515.0pp | 40.90%-27.3pp |
| Employer contribution / active EE | $469 | $603-22.2% | $932-49.7% | $2,631-82.2% |
| Participant deferral / active EE | $874 | $1,199-27.0% | $1,826-52.1% | $4,212-79.2% |
| Admin fee / account holder | $1,859 | $1,993-6.7% | $2,491-25.4% | $7,344-74.7% |