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 8-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 | $10,328 | $114,381-91.0% | $107,525-90.4% | $142,382-92.7% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.1%+13.8pp | 80.1%+8.8pp |
| Annual return | 11.13% | 242.71%-231.6pp | 181.32%-170.2pp | 217.08%-205.9pp |
| Employer contribution / active EE | $878 | $4,015-78.1% | $3,754-76.6% | $4,299-79.6% |
| Participant deferral / active EE | $1,665 | $5,564-70.1% | $5,116-67.4% | $6,507-74.4% |
| Admin fee / account holder | $6,880 | $9,860-30.2% | $8,919-22.9% | $12,624-45.5% |