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 | $24,669 | $49,922-50.6% | $80,569-69.4% | $75,163-67.2% |
| Participation rate | 79.1% | 55.3%+23.8pp | 67.0%+12.1pp | 67.2%+11.9pp |
| Annual return | 12.31% | 34.69%-22.4pp | 935.43%-923.1pp | 160.62%-148.3pp |
| Employer contribution / active EE | $1,404 | $1,698-17.3% | $2,723-48.5% | $2,670-47.4% |
| Participant deferral / active EE | $1,404 | $2,990-53.1% | $4,447-68.4% | $4,125-66.0% |
| Admin fee / account holder | $2,027 | $3,577-43.3% | $5,377-62.3% | $5,651-64.1% |