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 | $16,182 | $102,966-84.3% | $90,281-82.1% | $152,861-89.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 4.75% | 95.16%-90.4pp | 78.10%-73.4pp | 345.32%-340.6pp |
| Employer contribution / active EE | $222 | $3,139-92.9% | $2,854-92.2% | $4,762-95.3% |
| Participant deferral / active EE | $3,088 | $4,281-27.9% | $3,885-20.5% | $5,850-47.2% |
| Admin fee / account holder | $310 | $6,171-95.0% | $5,351-94.2% | $11,596-97.3% |