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 | $15,608 | $49,922-68.7% | $80,569-80.6% | $75,163-79.2% |
| Participation rate | 86.8% | 55.3%+31.5pp | 67.0%+19.8pp | 67.2%+19.7pp |
| Annual return | 11.38% | 34.69%-23.3pp | 935.43%-924.1pp | 160.62%-149.2pp |
| Employer contribution / active EE | $1,929 | $1,698+13.6% | $2,723-29.2% | $2,670-27.7% |
| Participant deferral / active EE | $841 | $2,990-71.9% | $4,447-81.1% | $4,125-79.6% |
| Admin fee / account holder | $4,630 | $3,577+29.4% | $5,377-13.9% | $5,651-18.1% |