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 | $13,879 | $55,415-75.0% | $155,509-91.1% | $74,495-81.4% |
| Participation rate | 74.5% | 61.9%+12.6pp | 78.2%-3.7pp | 67.2%+7.3pp |
| Annual return | 10.27% | 268.50%-258.2pp | 64.67%-54.4pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $882 | $2,267-61.1% | $4,672-81.1% | $2,623-66.4% |
| Participant deferral / active EE | $1,104 | $2,836-61.1% | $5,626-80.4% | $4,346-74.6% |
| Admin fee / account holder | $7,673 | $1,738+341.4% | $15,912-51.8% | $1,942+295.2% |