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 | $17,242 | $58,208-70.4% | $81,812-78.9% | $80,856-78.7% |
| Participation rate | 84.6% | 63.4%+21.2pp | 72.3%+12.3pp | 67.6%+17.0pp |
| Annual return | 9.21% | 41.66%-32.5pp | 773.79%-764.6pp | 35.59%-26.4pp |
| Employer contribution / active EE | $451 | $2,340-80.7% | $2,912-84.5% | $2,755-83.6% |
| Participant deferral / active EE | $1,493 | $3,281-54.5% | $4,319-65.4% | $4,296-65.3% |
| Admin fee / account holder | $2,793 | $4,981-43.9% | $7,386-62.2% | $6,918-59.6% |