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 | $17,182 | $100,852-83.0% | $90,404-81.0% | $158,922-89.2% |
| Participation rate | 93.3% | 75.0%+18.3pp | 72.7%+20.7pp | 82.0%+11.4pp |
| Annual return | 3.90% | 1724.20%-1720.3pp | 1293.02%-1289.1pp | 302.83%-298.9pp |
| Employer contribution / active EE | $1,011 | $3,689-72.6% | $3,262-69.0% | $4,761-78.8% |
| Participant deferral / active EE | $748 | $4,348-82.8% | $3,963-81.1% | $5,982-87.5% |
| Admin fee / account holder | $897 | $6,501-86.2% | $5,611-84.0% | $11,246-92.0% |