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 | $20,202 | $58,927-65.7% | $76,817-73.7% | $72,985-72.3% |
| Participation rate | 96.3% | 67.3%+29.0pp | 72.1%+24.2pp | 69.5%+26.8pp |
| Annual return | 2.60% | 2305.64%-2303.0pp | 1166.11%-1163.5pp | 81.00%-78.4pp |
| Employer contribution / active EE | $923 | $1,787-48.3% | $2,302-59.9% | $2,440-62.2% |
| Participant deferral / active EE | $2,046 | $2,690-24.0% | $3,336-38.7% | $3,607-43.3% |
| Admin fee / account holder | $6,235 | $4,013+55.4% | $6,420-2.9% | $5,124+21.7% |