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 | $14,896 | $85,202-82.5% | $172,739-91.4% | $72,985-79.6% |
| Participation rate | 86.3% | 70.1%+16.2pp | 82.6%+3.6pp | 69.5%+16.8pp |
| Annual return | 12.98% | 27.32%-14.3pp | 802.84%-789.9pp | 81.00%-68.0pp |
| Employer contribution / active EE | $1,434 | $3,324-56.9% | $5,143-72.1% | $2,440-41.2% |
| Participant deferral / active EE | $2,681 | $3,260-17.8% | $5,198-48.4% | $3,607-25.7% |
| Admin fee / account holder | $5,248 | $5,884-10.8% | $13,954-62.4% | $5,124+2.4% |