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 | $8,726 | $34,308-74.6% | $74,701-88.3% | $72,985-88.0% |
| Participation rate | 91.3% | 42.4%+48.9pp | 54.5%+36.8pp | 69.5%+21.8pp |
| Annual return | 17.04% | 26.58%-9.5pp | 752.92%-735.9pp | 81.00%-64.0pp |
| Employer contribution / active EE | $225 | $692-67.5% | $1,084-79.2% | $2,440-90.8% |
| Participant deferral / active EE | $954 | $1,271-25.0% | $1,964-51.4% | $3,607-73.6% |
| Admin fee / account holder | $468 | $2,124-78.0% | $3,333-86.0% | $5,124-90.9% |