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 | $23,284 | $52,279-55.5% | $89,391-74.0% | $79,858-70.8% |
| Participation rate | 100.0% | 57.5%+42.5pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 11.46% | 22.16%-10.7pp | 245.62%-234.2pp | 31.71%-20.3pp |
| Employer contribution / active EE | $2,166 | $1,572+37.8% | $2,586-16.2% | $2,471-12.3% |
| Participant deferral / active EE | $4,008 | $2,740+46.2% | $3,890+3.0% | $3,740+7.2% |
| Admin fee / account holder | $4,282 | $3,356+27.6% | $4,881-12.3% | $5,306-19.3% |