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 | $37,457 | $65,561-42.9% | $86,188-56.5% | $75,163-50.2% |
| Participation rate | 87.5% | 60.5%+27.0pp | 69.0%+18.5pp | 67.2%+20.3pp |
| Annual return | 10.50% | 46.05%-35.6pp | 1168.45%-1157.9pp | 160.62%-150.1pp |
| Employer contribution / active EE | $446 | $1,553-71.3% | $2,380-81.3% | $2,670-83.3% |
| Participant deferral / active EE | $1,979 | $3,024-34.6% | $3,985-50.4% | $4,125-52.0% |
| Admin fee / account holder | $795 | $5,474-85.5% | $6,852-88.4% | $5,651-85.9% |