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 | $20,747 | $117,983-82.4% | $101,794-79.6% | $142,382-85.4% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.2%+19.7pp | 80.1%+8.8pp |
| Annual return | 7.71% | 36.92%-29.2pp | 30.53%-22.8pp | 217.08%-209.4pp |
| Employer contribution / active EE | $1,021 | $2,773-63.2% | $2,289-55.4% | $4,299-76.3% |
| Participant deferral / active EE | $1,682 | $4,714-64.3% | $4,084-58.8% | $6,507-74.2% |
| Admin fee / account holder | $10,057 | $10,433-3.6% | $8,777+14.6% | $12,624-20.3% |