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 | $17,085 | $95,416-82.1% | $185,823-90.8% | $85,850-80.1% |
| Participation rate | 77.6% | 68.8%+8.9pp | 81.7%-4.1pp | 69.3%+8.3pp |
| Annual return | 9.77% | 23.59%-13.8pp | 122.05%-112.3pp | 318.53%-308.8pp |
| Employer contribution / active EE | $504 | $3,314-84.8% | $5,167-90.2% | $2,565-80.4% |
| Participant deferral / active EE | $1,880 | $3,423-45.1% | $5,568-66.2% | $3,952-52.4% |
| Admin fee / account holder | $1,911 | $7,213-73.5% | $16,237-88.2% | $6,260-69.5% |