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 | $16,242 | $73,515-77.9% | $62,995-74.2% | $147,584-89.0% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.8%+5.2pp | 82.8%-2.8pp |
| Annual return | 8.58% | 175.43%-166.9pp | 87.57%-79.0pp | 578.55%-570.0pp |
| Employer contribution / active EE | $2,274 | $3,320-31.5% | $2,759-17.6% | $4,876-53.4% |
| Participant deferral / active EE | $2,271 | $4,185-45.7% | $3,329-31.8% | $5,439-58.2% |
| Admin fee / account holder | $2,209 | $5,953-62.9% | $3,600-38.6% | $10,885-79.7% |