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 | $22,855 | $114,381-80.0% | $107,525-78.7% | $142,382-83.9% |
| Participation rate | 92.9% | 78.1%+14.7pp | 75.1%+17.8pp | 80.1%+12.7pp |
| Annual return | 11.37% | 242.71%-231.3pp | 181.32%-169.9pp | 217.08%-205.7pp |
| Employer contribution / active EE | $1,537 | $4,015-61.7% | $3,754-59.1% | $4,299-64.3% |
| Participant deferral / active EE | $2,897 | $5,564-47.9% | $5,116-43.4% | $6,507-55.5% |
| Admin fee / account holder | $3,266 | $9,860-66.9% | $8,919-63.4% | $12,624-74.1% |