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 7-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 | $19,054 | $95,266-80.0% | $82,389-76.9% | $142,382-86.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 9.67% | 25.74%-16.1pp | 28.67%-19.0pp | 217.08%-207.4pp |
| Employer contribution / active EE | $1,000 | $2,991-66.6% | $2,517-60.3% | $4,299-76.8% |
| Participant deferral / active EE | $1,825 | $4,809-62.0% | $4,155-56.1% | $6,507-72.0% |
| Admin fee / account holder | $325 | $8,563-96.2% | $7,231-95.5% | $12,624-97.4% |