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 | $15,493 | $88,751-82.5% | $81,812-81.1% | $145,922-89.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 7.90% | 1025.40%-1017.5pp | 773.79%-765.9pp | 561.29%-553.4pp |
| Employer contribution / active EE | $682 | $3,083-77.9% | $2,912-76.6% | $4,660-85.4% |
| Participant deferral / active EE | $1,516 | $4,643-67.3% | $4,319-64.9% | $6,688-77.3% |
| Admin fee / account holder | $2,895 | $8,415-65.6% | $7,386-60.8% | $13,397-78.4% |