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 | $22,055 | $58,208-62.1% | $81,812-73.0% | $80,856-72.7% |
| Participation rate | 76.6% | 63.4%+13.2pp | 72.3%+4.3pp | 67.6%+9.0pp |
| Annual return | 8.43% | 41.66%-33.2pp | 773.79%-765.4pp | 35.59%-27.2pp |
| Employer contribution / active EE | $1,753 | $2,340-25.1% | $2,912-39.8% | $2,755-36.4% |
| Participant deferral / active EE | $2,493 | $3,281-24.0% | $4,319-42.3% | $4,296-42.0% |
| Admin fee / account holder | $1,739 | $4,981-65.1% | $7,386-76.5% | $6,918-74.9% |