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 | $18,768 | $85,202-78.0% | $172,739-89.1% | $72,985-74.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 0.71% | 27.32%-26.6pp | 802.84%-802.1pp | 81.00%-80.3pp |
| Employer contribution / active EE | $1,411 | $3,324-57.5% | $5,143-72.6% | $2,440-42.1% |
| Participant deferral / active EE | $1,856 | $3,260-43.1% | $5,198-64.3% | $3,607-48.6% |
| Admin fee / account holder | $901 | $5,884-84.7% | $13,954-93.5% | $5,124-82.4% |