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 | $20,504 | $176,056-88.4% | $159,436-87.1% | $167,490-87.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 3.89% | 331.75%-327.9pp | 263.57%-259.7pp | 478.56%-474.7pp |
| Employer contribution / active EE | $1,763 | $5,297-66.7% | $4,829-63.5% | $4,837-63.6% |
| Participant deferral / active EE | $3,200 | $7,750-58.7% | $7,352-56.5% | $6,341-49.5% |
| Admin fee / account holder | $450 | $12,554-96.4% | $10,799-95.8% | $12,309-96.3% |