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 | $18,587 | $85,202-78.2% | $172,739-89.2% | $72,985-74.5% |
| Participation rate | 86.2% | 70.1%+16.1pp | 82.6%+3.6pp | 69.5%+16.7pp |
| Annual return | 12.66% | 27.32%-14.7pp | 802.84%-790.2pp | 81.00%-68.3pp |
| Employer contribution / active EE | $2,184 | $3,324-34.3% | $5,143-57.5% | $2,440-10.5% |
| Participant deferral / active EE | $1,298 | $3,260-60.2% | $5,198-75.0% | $3,607-64.0% |
| Admin fee / account holder | $2,017 | $5,884-65.7% | $13,954-85.5% | $5,124-60.6% |