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 | $18,160 | $84,233-78.4% | $170,442-89.3% | $70,131-74.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 9.53% | 23.06%-13.5pp | 205.93%-196.4pp | 73.14%-63.6pp |
| Employer contribution / active EE | $1,281 | $3,387-62.2% | $5,433-76.4% | $2,342-45.3% |
| Participant deferral / active EE | $1,327 | $3,086-57.0% | $4,939-73.1% | $3,332-60.2% |
| Admin fee / account holder | $2,524 | $5,698-55.7% | $13,880-81.8% | $4,645-45.7% |