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 | $22,411 | $59,101-62.1% | $77,163-71.0% | $75,163-70.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 10.17% | 26.71%-16.5pp | 37.87%-27.7pp | 160.62%-150.4pp |
| Employer contribution / active EE | $1,420 | $1,995-28.8% | $2,535-44.0% | $2,670-46.8% |
| Participant deferral / active EE | $1,191 | $2,999-60.3% | $3,833-68.9% | $4,125-71.1% |
| Admin fee / account holder | $1,208 | $4,774-74.7% | $5,472-77.9% | $5,651-78.6% |