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 | $20,987 | $57,281-63.4% | $86,612-75.8% | $75,163-72.1% |
| Participation rate | 88.7% | 63.2%+25.5pp | 71.7%+17.0pp | 67.2%+21.5pp |
| Annual return | 12.30% | 2670.75%-2658.4pp | 591.07%-578.8pp | 160.62%-148.3pp |
| Employer contribution / active EE | $619 | $2,314-73.3% | $3,022-79.5% | $2,670-76.8% |
| Participant deferral / active EE | $970 | $3,318-70.8% | $4,438-78.1% | $4,125-76.5% |
| Admin fee / account holder | $1,452 | $4,112-64.7% | $5,614-74.1% | $5,651-74.3% |