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 | $14,603 | $91,190-84.0% | $178,490-91.8% | $79,858-81.7% |
| Participation rate | 81.5% | 69.2%+12.3pp | 81.9%-0.4pp | 69.6%+11.8pp |
| Annual return | 1.58% | 24.19%-22.6pp | 151.07%-149.5pp | 31.71%-30.1pp |
| Employer contribution / active EE | $1,302 | $3,256-60.0% | $5,011-74.0% | $2,471-47.3% |
| Participant deferral / active EE | $1,224 | $3,236-62.2% | $5,202-76.5% | $3,740-67.3% |
| Admin fee / account holder | $2,538 | $6,751-62.4% | $13,984-81.8% | $5,306-52.2% |