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 | $23,300 | $102,966-77.4% | $90,281-74.2% | $152,861-84.8% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 5.27% | 95.16%-89.9pp | 78.10%-72.8pp | 345.32%-340.1pp |
| Employer contribution / active EE | $513 | $3,139-83.6% | $2,854-82.0% | $4,762-89.2% |
| Participant deferral / active EE | $771 | $4,281-82.0% | $3,885-80.2% | $5,850-86.8% |
| Admin fee / account holder | $1,097 | $6,171-82.2% | $5,351-79.5% | $11,596-90.5% |