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 | $22,808 | $114,381-80.1% | $107,525-78.8% | $142,382-84.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 1.80% | 242.71%-240.9pp | 181.32%-179.5pp | 217.08%-215.3pp |
| Employer contribution / active EE | $1,007 | $4,015-74.9% | $3,754-73.2% | $4,299-76.6% |
| Participant deferral / active EE | $2,379 | $5,564-57.3% | $5,116-53.5% | $6,507-63.4% |
| Admin fee / account holder | $9,607 | $9,860-2.6% | $8,919+7.7% | $12,624-23.9% |