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 | $19,048 | $100,773-81.1% | $88,946-78.6% | $142,382-86.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 7.02% | 70.18%-63.2pp | 57.82%-50.8pp | 217.08%-210.1pp |
| Employer contribution / active EE | $605 | $2,918-79.3% | $2,555-76.3% | $4,299-85.9% |
| Participant deferral / active EE | $1,008 | $5,230-80.7% | $4,581-78.0% | $6,507-84.5% |
| Admin fee / account holder | $826 | $9,693-91.5% | $8,261-90.0% | $12,624-93.5% |