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 | $23,446 | $74,888-68.7% | $71,209-67.1% | $142,382-83.5% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.1%+11.5pp |
| Annual return | 3.63% | 345.14%-341.5pp | 282.51%-278.9pp | 217.08%-213.4pp |
| Employer contribution / active EE | $753 | $2,854-73.6% | $2,721-72.3% | $4,299-82.5% |
| Participant deferral / active EE | $1,748 | $4,454-60.8% | $4,175-58.1% | $6,507-73.1% |
| Admin fee / account holder | $1,810 | $5,568-67.5% | $5,349-66.2% | $12,624-85.7% |