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 | $15,039 | $84,233-82.1% | $170,442-91.2% | $70,131-78.6% |
| Participation rate | 80.9% | 70.8%+10.1pp | 83.6%-2.7pp | 69.5%+11.3pp |
| Annual return | 12.05% | 23.06%-11.0pp | 205.93%-193.9pp | 73.14%-61.1pp |
| Employer contribution / active EE | $1,087 | $3,387-67.9% | $5,433-80.0% | $2,342-53.6% |
| Participant deferral / active EE | $2,379 | $3,086-22.9% | $4,939-51.8% | $3,332-28.6% |
| Admin fee / account holder | $465 | $5,698-91.8% | $13,880-96.7% | $4,645-90.0% |