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 | $24,649 | $65,409-62.3% | $98,442-75.0% | $85,850-71.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 11.10% | 21.76%-10.7pp | 1492.73%-1481.6pp | 318.53%-307.4pp |
| Employer contribution / active EE | $809 | $2,168-62.7% | $2,960-72.7% | $2,565-68.5% |
| Participant deferral / active EE | $872 | $3,166-72.5% | $4,276-79.6% | $3,952-77.9% |
| Admin fee / account holder | $730 | $4,593-84.1% | $5,949-87.7% | $6,260-88.3% |