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 | $26,979 | $57,281-52.9% | $86,612-68.9% | $75,163-64.1% |
| Participation rate | 90.7% | 63.2%+27.5pp | 71.7%+19.0pp | 67.2%+23.5pp |
| Annual return | 10.30% | 2670.75%-2660.5pp | 591.07%-580.8pp | 160.62%-150.3pp |
| Employer contribution / active EE | $1,455 | $2,314-37.1% | $3,022-51.9% | $2,670-45.5% |
| Participant deferral / active EE | $1,626 | $3,318-51.0% | $4,438-63.4% | $4,125-60.6% |
| Admin fee / account holder | $1,757 | $4,112-57.3% | $5,614-68.7% | $5,651-68.9% |