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 | $19,466 | $91,190-78.7% | $178,490-89.1% | $79,858-75.6% |
| Participation rate | 88.6% | 69.2%+19.4pp | 81.9%+6.6pp | 69.6%+18.9pp |
| Annual return | 5.20% | 24.19%-19.0pp | 151.07%-145.9pp | 31.71%-26.5pp |
| Employer contribution / active EE | $1,333 | $3,256-59.0% | $5,011-73.4% | $2,471-46.0% |
| Participant deferral / active EE | $1,098 | $3,236-66.1% | $5,202-78.9% | $3,740-70.6% |
| Admin fee / account holder | $613 | $6,751-90.9% | $13,984-95.6% | $5,306-88.5% |