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 | $20,573 | $53,127-61.3% | $86,590-76.2% | $70,131-70.7% |
| Participation rate | 88.3% | 65.3%+23.0pp | 73.5%+14.8pp | 69.5%+18.8pp |
| Annual return | 11.43% | 27.66%-16.2pp | 964.84%-953.4pp | 73.14%-61.7pp |
| Employer contribution / active EE | $885 | $2,068-57.2% | $2,839-68.8% | $2,342-62.2% |
| Participant deferral / active EE | $1,646 | $2,696-38.9% | $3,609-54.4% | $3,332-50.6% |
| Admin fee / account holder | $1,346 | $3,585-62.5% | $4,906-72.6% | $4,645-71.0% |