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 | $74,888-71.5% | $71,209-70.1% | $142,382-85.0% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.1%+10.8pp |
| Annual return | 3.68% | 345.14%-341.5pp | 282.51%-278.8pp | 217.08%-213.4pp |
| Employer contribution / active EE | $431 | $2,854-84.9% | $2,721-84.2% | $4,299-90.0% |
| Participant deferral / active EE | $618 | $4,454-86.1% | $4,175-85.2% | $6,507-90.5% |
| Admin fee / account holder | $760 | $5,568-86.4% | $5,349-85.8% | $12,624-94.0% |