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 | $20,187 | $77,419-73.9% | $69,455-70.9% | $152,861-86.8% |
| Participation rate | 95.0% | 78.1%+16.9pp | 74.6%+20.4pp | 82.4%+12.6pp |
| Annual return | 4.53% | 39.06%-34.5pp | 28.97%-24.4pp | 345.32%-340.8pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,763 | $4,414-37.4% | $3,535-21.9% | $5,850-52.8% |
| Admin fee / account holder | $1,994 | $6,207-67.9% | $3,839-48.1% | $11,596-82.8% |