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 | $14,592 | $84,233-82.7% | $170,442-91.4% | $70,131-79.2% |
| Participation rate | 90.5% | 70.8%+19.6pp | 83.6%+6.9pp | 69.5%+20.9pp |
| Annual return | 10.87% | 23.06%-12.2pp | 205.93%-195.1pp | 73.14%-62.3pp |
| Employer contribution / active EE | $989 | $3,387-70.8% | $5,433-81.8% | $2,342-57.8% |
| Participant deferral / active EE | $3,002 | $3,086-2.7% | $4,939-39.2% | $3,332-9.9% |
| Admin fee / account holder | $10,751 | $5,698+88.7% | $13,880-22.5% | $4,645+131.4% |