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 | $31,895 | $29,319+8.8% | $52,425-39.2% | $82,448-61.3% |
| Participation rate | 87.8% | 46.9%+41.0pp | 55.6%+32.2pp | 68.1%+19.7pp |
| Annual return | 13.82% | 535.20%-521.4pp | 302.12%-288.3pp | 41.64%-27.8pp |
| Employer contribution / active EE | $610 | $586+4.1% | $914-33.2% | $2,551-76.1% |
| Participant deferral / active EE | $1,149 | $1,171-1.9% | $1,790-35.8% | $4,139-72.2% |
| Admin fee / account holder | $990 | $1,962-49.5% | $2,495-60.3% | $7,234-86.3% |