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 | $20,905 | $85,202-75.5% | $172,739-87.9% | $72,985-71.4% |
| Participation rate | 98.6% | 70.1%+28.5pp | 82.6%+15.9pp | 69.5%+29.1pp |
| Annual return | 12.12% | 27.32%-15.2pp | 802.84%-790.7pp | 81.00%-68.9pp |
| Employer contribution / active EE | $1,349 | $3,324-59.4% | $5,143-73.8% | $2,440-44.7% |
| Participant deferral / active EE | $1,219 | $3,260-62.6% | $5,198-76.5% | $3,607-66.2% |
| Admin fee / account holder | $1,020 | $5,884-82.7% | $13,954-92.7% | $5,124-80.1% |