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 | $18,769 | $91,190-79.4% | $178,490-89.5% | $79,858-76.5% |
| Participation rate | 97.1% | 69.2%+27.9pp | 81.9%+15.1pp | 69.6%+27.4pp |
| Annual return | 8.41% | 24.19%-15.8pp | 151.07%-142.7pp | 31.71%-23.3pp |
| Employer contribution / active EE | $581 | $3,256-82.2% | $5,011-88.4% | $2,471-76.5% |
| Participant deferral / active EE | $1,710 | $3,236-47.2% | $5,202-67.1% | $3,740-54.3% |
| Admin fee / account holder | $4,086 | $6,751-39.5% | $13,984-70.8% | $5,306-23.0% |