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 | $20,379 | $90,348-77.4% | $75,972-73.2% | $145,922-86.0% |
| Participation rate | 83.3% | 74.5%+8.9pp | 69.1%+14.3pp | 80.3%+3.1pp |
| Annual return | 7.39% | 620.88%-613.5pp | 359.55%-352.2pp | 561.29%-553.9pp |
| Employer contribution / active EE | $1,033 | $3,311-68.8% | $2,685-61.5% | $4,660-77.8% |
| Participant deferral / active EE | $2,064 | $5,162-60.0% | $4,255-51.5% | $6,688-69.1% |
| Admin fee / account holder | $667 | $8,467-92.1% | $6,467-89.7% | $13,397-95.0% |