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 | $30,422 | $85,202-64.3% | $172,739-82.4% | $72,985-58.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 3.31% | 27.32%-24.0pp | 802.84%-799.5pp | 81.00%-77.7pp |
| Employer contribution / active EE | $937 | $3,324-71.8% | $5,143-81.8% | $2,440-61.6% |
| Participant deferral / active EE | $995 | $3,260-69.5% | $5,198-80.9% | $3,607-72.4% |
| Admin fee / account holder | $518 | $5,884-91.2% | $13,954-96.3% | $5,124-89.9% |