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 | $24,579 | $55,453-55.7% | $170,442-85.6% | $62,292-60.5% |
| Participation rate | 92.4% | 66.4%+26.0pp | 83.6%+8.8pp | 69.5%+22.9pp |
| Annual return | 10.98% | 21.38%-10.4pp | 205.93%-194.9pp | 28.90%-17.9pp |
| Employer contribution / active EE | $1,061 | $2,164-51.0% | $5,433-80.5% | $2,042-48.1% |
| Participant deferral / active EE | $1,124 | $2,303-51.2% | $4,939-77.3% | $3,169-64.5% |
| Admin fee / account holder | $2,636 | $455+479.3% | $13,880-81.0% | $479+449.9% |