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 | $14,491 | $112,729-87.1% | $98,716-85.3% | $137,256-89.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 5.69% | 38.48%-32.8pp | 31.81%-26.1pp | 220.34%-214.7pp |
| Employer contribution / active EE | $1,724 | $2,725-36.7% | $2,279-24.3% | $4,156-58.5% |
| Participant deferral / active EE | $3,629 | $4,640-21.8% | $4,048-10.3% | $6,407-43.4% |
| Admin fee / account holder | $5,224 | $10,129-48.4% | $8,703-40.0% | $12,270-57.4% |