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 | $20,460 | $109,817-81.4% | $98,442-79.2% | $167,490-87.8% |
| Participation rate | 94.7% | 75.8%+18.9pp | 73.3%+21.4pp | 82.1%+12.6pp |
| Annual return | 8.76% | 1956.69%-1947.9pp | 1492.73%-1484.0pp | 478.56%-469.8pp |
| Employer contribution / active EE | $329 | $3,224-89.8% | $2,960-88.9% | $4,837-93.2% |
| Participant deferral / active EE | $2,162 | $4,673-53.7% | $4,276-49.4% | $6,341-65.9% |
| Admin fee / account holder | $472 | $6,753-93.0% | $5,949-92.1% | $12,309-96.2% |