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 | $17,152 | $109,817-84.4% | $98,442-82.6% | $167,490-89.8% |
| Participation rate | 90.9% | 75.8%+15.1pp | 73.3%+17.6pp | 82.1%+8.8pp |
| Annual return | 6.86% | 1956.69%-1949.8pp | 1492.73%-1485.9pp | 478.56%-471.7pp |
| Employer contribution / active EE | $1,559 | $3,224-51.6% | $2,960-47.3% | $4,837-67.8% |
| Participant deferral / active EE | $1,366 | $4,673-70.8% | $4,276-68.0% | $6,341-78.5% |
| Admin fee / account holder | $2,136 | $6,753-68.4% | $5,949-64.1% | $12,309-82.6% |