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 | $17,907 | $115,770-84.5% | $101,248-82.3% | $158,922-88.7% |
| Participation rate | 95.2% | 79.4%+15.9pp | 75.8%+19.4pp | 82.0%+13.3pp |
| Annual return | 6.43% | 56.14%-49.7pp | 46.47%-40.0pp | 302.83%-296.4pp |
| Employer contribution / active EE | $1,815 | $4,175-56.5% | $3,660-50.4% | $4,761-61.9% |
| Participant deferral / active EE | $2,431 | $4,957-51.0% | $4,370-44.4% | $5,982-59.4% |
| Admin fee / account holder | $496 | $7,245-93.2% | $5,945-91.7% | $11,246-95.6% |