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 | $19,297 | $48,795-60.5% | $65,493-70.5% | $84,808-77.2% |
| Participation rate | 98.9% | 67.0%+32.0pp | 73.1%+25.9pp | 68.3%+30.6pp |
| Annual return | 10.26% | 20.20%-9.9pp | 982.45%-972.2pp | 40.90%-30.6pp |
| Employer contribution / active EE | $2,207 | $1,930+14.4% | $2,574-14.3% | $2,631-16.1% |
| Participant deferral / active EE | $1,683 | $2,928-42.5% | $3,961-57.5% | $4,212-60.0% |
| Admin fee / account holder | $1,557 | $3,877-59.8% | $5,028-69.0% | $7,344-78.8% |