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 | $14,719 | $95,416-84.6% | $185,823-92.1% | $85,850-82.9% |
| Participation rate | 97.2% | 68.8%+28.4pp | 81.7%+15.5pp | 69.3%+27.9pp |
| Annual return | 10.90% | 23.59%-12.7pp | 122.05%-111.2pp | 318.53%-307.6pp |
| Employer contribution / active EE | $1,435 | $3,314-56.7% | $5,167-72.2% | $2,565-44.1% |
| Participant deferral / active EE | $1,082 | $3,423-68.4% | $5,568-80.6% | $3,952-72.6% |
| Admin fee / account holder | $1,587 | $7,213-78.0% | $16,237-90.2% | $6,260-74.6% |