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 | $21,207 | $114,381-81.5% | $107,525-80.3% | $142,382-85.1% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 11.36% | 242.71%-231.3pp | 181.32%-170.0pp | 217.08%-205.7pp |
| Employer contribution / active EE | $2,385 | $4,015-40.6% | $3,754-36.5% | $4,299-44.5% |
| Participant deferral / active EE | $1,964 | $5,564-64.7% | $5,116-61.6% | $6,507-69.8% |
| Admin fee / account holder | $5,464 | $9,860-44.6% | $8,919-38.7% | $12,624-56.7% |