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 | $12,351 | $77,899-84.1% | $149,673-91.7% | $75,163-83.6% |
| Participation rate | 90.5% | 65.6%+24.9pp | 78.8%+11.7pp | 67.2%+23.3pp |
| Annual return | 8.70% | 31.72%-23.0pp | 134.42%-125.7pp | 160.62%-151.9pp |
| Employer contribution / active EE | $1,535 | $3,137-51.1% | $4,818-68.1% | $2,670-42.5% |
| Participant deferral / active EE | $902 | $3,411-73.6% | $5,680-84.1% | $4,125-78.1% |
| Admin fee / account holder | $830 | $5,956-86.1% | $13,210-93.7% | $5,651-85.3% |