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 | $14,250 | $77,899-81.7% | $149,673-90.5% | $75,163-81.0% |
| Participation rate | 81.6% | 65.6%+16.1pp | 78.8%+2.9pp | 67.2%+14.4pp |
| Annual return | 13.06% | 31.72%-18.7pp | 134.42%-121.4pp | 160.62%-147.6pp |
| Employer contribution / active EE | $1,314 | $3,137-58.1% | $4,818-72.7% | $2,670-50.8% |
| Participant deferral / active EE | $2,038 | $3,411-40.2% | $5,680-64.1% | $4,125-50.6% |
| Admin fee / account holder | $1,996 | $5,956-66.5% | $13,210-84.9% | $5,651-64.7% |