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 | $26,854 | $95,416-71.9% | $185,823-85.5% | $85,850-68.7% |
| Participation rate | 94.5% | 68.8%+25.8pp | 81.7%+12.8pp | 69.3%+25.2pp |
| Annual return | 10.02% | 23.59%-13.6pp | 122.05%-112.0pp | 318.53%-308.5pp |
| Employer contribution / active EE | $1,476 | $3,314-55.5% | $5,167-71.4% | $2,565-42.5% |
| Participant deferral / active EE | $1,239 | $3,423-63.8% | $5,568-77.7% | $3,952-68.6% |
| Admin fee / account holder | $2,247 | $7,213-68.8% | $16,237-86.2% | $6,260-64.1% |