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 | $20,036 | $85,202-76.5% | $172,739-88.4% | $72,985-72.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 13.08% | 27.32%-14.2pp | 802.84%-789.8pp | 81.00%-67.9pp |
| Employer contribution / active EE | $1,709 | $3,324-48.6% | $5,143-66.8% | $2,440-29.9% |
| Participant deferral / active EE | $2,895 | $3,260-11.2% | $5,198-44.3% | $3,607-19.7% |
| Admin fee / account holder | $7,513 | $5,884+27.7% | $13,954-46.2% | $5,124+46.6% |