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 | $18,343 | $85,202-78.5% | $172,739-89.4% | $72,985-74.9% |
| Participation rate | 96.9% | 70.1%+26.9pp | 82.6%+14.3pp | 69.5%+27.4pp |
| Annual return | 4.54% | 27.32%-22.8pp | 802.84%-798.3pp | 81.00%-76.5pp |
| Employer contribution / active EE | $1,894 | $3,324-43.0% | $5,143-63.2% | $2,440-22.4% |
| Participant deferral / active EE | $3,122 | $3,260-4.2% | $5,198-39.9% | $3,607-13.5% |
| Admin fee / account holder | $849 | $5,884-85.6% | $13,954-93.9% | $5,124-83.4% |