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 | $22,912 | $77,899-70.6% | $149,673-84.7% | $75,163-69.5% |
| Participation rate | 83.9% | 65.6%+18.3pp | 78.8%+5.1pp | 67.2%+16.7pp |
| Annual return | 9.58% | 31.72%-22.1pp | 134.42%-124.8pp | 160.62%-151.0pp |
| Employer contribution / active EE | $1,907 | $3,137-39.2% | $4,818-60.4% | $2,670-28.6% |
| Participant deferral / active EE | $2,188 | $3,411-35.9% | $5,680-61.5% | $4,125-47.0% |
| Admin fee / account holder | $9,290 | $5,956+56.0% | $13,210-29.7% | $5,651+64.4% |