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 | $10,965 | $74,888-85.4% | $71,209-84.6% | $142,382-92.3% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 0.78% | 345.14%-344.4pp | 282.51%-281.7pp | 217.08%-216.3pp |
| Employer contribution / active EE | $1,276 | $2,854-55.3% | $2,721-53.1% | $4,299-70.3% |
| Participant deferral / active EE | $3,189 | $4,454-28.4% | $4,175-23.6% | $6,507-51.0% |
| Admin fee / account holder | $42,514 | $5,568+663.5% | $5,349+694.8% | $12,624+236.8% |