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 | $14,631 | $177,572-91.8% | $154,803-90.5% | $142,382-89.7% |
| Participation rate | 92.3% | 82.1%+10.3pp | 78.1%+14.2pp | 80.1%+12.2pp |
| Annual return | 10.63% | 65.07%-54.4pp | 58.88%-48.3pp | 217.08%-206.4pp |
| Employer contribution / active EE | $959 | $4,810-80.1% | $4,305-77.7% | $4,299-77.7% |
| Participant deferral / active EE | $2,047 | $6,272-67.4% | $5,540-63.1% | $6,507-68.5% |
| Admin fee / account holder | $732 | $16,786-95.6% | $14,329-94.9% | $12,624-94.2% |