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 | $20,204 | $99,020-79.6% | $86,590-76.7% | $147,584-86.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 7.34% | 1312.34%-1305.0pp | 964.84%-957.5pp | 578.55%-571.2pp |
| Employer contribution / active EE | $582 | $3,132-81.4% | $2,839-79.5% | $4,876-88.1% |
| Participant deferral / active EE | $2,024 | $3,972-49.1% | $3,609-43.9% | $5,439-62.8% |
| Admin fee / account holder | $2,363 | $5,710-58.6% | $4,906-51.8% | $10,885-78.3% |