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 | $19,826 | $96,635-79.5% | $86,612-77.1% | $139,434-85.8% |
| Participation rate | 90.0% | 74.4%+15.6pp | 71.7%+18.3pp | 80.3%+9.7pp |
| Annual return | 10.26% | 106.41%-96.2pp | 591.07%-580.8pp | 372.94%-362.7pp |
| Employer contribution / active EE | $1,190 | $3,263-63.5% | $3,022-60.6% | $4,751-74.9% |
| Participant deferral / active EE | $2,515 | $4,836-48.0% | $4,438-43.3% | $6,710-62.5% |
| Admin fee / account holder | $5,809 | $6,408-9.4% | $5,614+3.5% | $11,403-49.1% |