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 | $31,282 | $106,890-70.7% | $84,015-62.8% | $152,861-79.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 2.37% | 104.99%-102.6pp | 71.31%-68.9pp | 345.32%-342.9pp |
| Employer contribution / active EE | $1,250 | $2,734-54.3% | $1,983-37.0% | $4,762-73.8% |
| Participant deferral / active EE | $1,775 | $4,011-55.8% | $3,239-45.2% | $5,850-69.7% |
| Admin fee / account holder | $2,175 | $8,285-73.8% | $6,101-64.4% | $11,596-81.2% |