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 | $21,324 | $72,071-70.4% | $68,368-68.8% | $137,256-84.5% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.0%+10.9pp |
| Annual return | 3.68% | 353.14%-349.5pp | 292.57%-288.9pp | 220.34%-216.7pp |
| Employer contribution / active EE | $431 | $2,788-84.5% | $2,649-83.7% | $4,156-89.6% |
| Participant deferral / active EE | $618 | $4,410-86.0% | $4,123-85.0% | $6,407-90.4% |
| Admin fee / account holder | $760 | $5,336-85.8% | $5,150-85.2% | $12,270-93.8% |