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 | $17,071 | $48,046-64.5% | $84,611-79.8% | $72,985-76.6% |
| Participation rate | 97.6% | 57.6%+40.0pp | 68.2%+29.4pp | 69.5%+28.1pp |
| Annual return | 17.57% | 37.38%-19.8pp | 258.74%-241.2pp | 81.00%-63.4pp |
| Employer contribution / active EE | $1,075 | $1,602-32.9% | $2,652-59.5% | $2,440-56.0% |
| Participant deferral / active EE | $1,614 | $2,680-39.8% | $3,899-58.6% | $3,607-55.3% |
| Admin fee / account holder | $1,823 | $3,395-46.3% | $4,912-62.9% | $5,124-64.4% |