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 | $18,419 | $70,756-74.0% | $65,493-71.9% | $142,382-87.1% |
| Participation rate | 90.0% | 77.4%+12.6pp | 73.1%+16.9pp | 80.1%+9.9pp |
| Annual return | 5.18% | 1754.89%-1749.7pp | 982.45%-977.3pp | 217.08%-211.9pp |
| Employer contribution / active EE | $1,515 | $2,881-47.4% | $2,574-41.1% | $4,299-64.8% |
| Participant deferral / active EE | $953 | $4,637-79.5% | $3,961-76.0% | $6,507-85.4% |
| Admin fee / account holder | $2,913 | $6,559-55.6% | $5,028-42.1% | $12,624-76.9% |