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 | $14,835 | $85,202-82.6% | $172,739-91.4% | $72,985-79.7% |
| Participation rate | 82.6% | 70.1%+12.5pp | 82.6%0pp | 69.5%+13.1pp |
| Annual return | 5.68% | 27.32%-21.6pp | 802.84%-797.2pp | 81.00%-75.3pp |
| Employer contribution / active EE | $929 | $3,324-72.1% | $5,143-81.9% | $2,440-61.9% |
| Participant deferral / active EE | $955 | $3,260-70.7% | $5,198-81.6% | $3,607-73.5% |
| Admin fee / account holder | $3,076 | $5,884-47.7% | $13,954-78.0% | $5,124-40.0% |