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 | $13,456 | $109,817-87.7% | $98,442-86.3% | $167,490-92.0% |
| Participation rate | 72.2% | 75.8%-3.6pp | 73.3%-1.1pp | 82.1%-9.9pp |
| Annual return | 9.04% | 1956.69%-1947.6pp | 1492.73%-1483.7pp | 478.56%-469.5pp |
| Employer contribution / active EE | $907 | $3,224-71.9% | $2,960-69.4% | $4,837-81.3% |
| Participant deferral / active EE | $1,887 | $4,673-59.6% | $4,276-55.9% | $6,341-70.2% |
| Admin fee / account holder | $491 | $6,753-92.7% | $5,949-91.7% | $12,309-96.0% |