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 | $19,939 | $96,635-79.4% | $86,612-77.0% | $139,434-85.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 1.34% | 106.41%-105.1pp | 591.07%-589.7pp | 372.94%-371.6pp |
| Employer contribution / active EE | $1,813 | $3,263-44.4% | $3,022-40.0% | $4,751-61.8% |
| Participant deferral / active EE | $5,222 | $4,836+8.0% | $4,438+17.7% | $6,710-22.2% |
| Admin fee / account holder | $12,338 | $6,408+92.5% | $5,614+119.8% | $11,403+8.2% |