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 | $16,012 | $88,751-82.0% | $81,812-80.4% | $145,922-89.0% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 1.97% | 1025.40%-1023.4pp | 773.79%-771.8pp | 561.29%-559.3pp |
| Employer contribution / active EE | $1,312 | $3,083-57.4% | $2,912-54.9% | $4,660-71.8% |
| Participant deferral / active EE | $1,147 | $4,643-75.3% | $4,319-73.5% | $6,688-82.9% |
| Admin fee / account holder | $1,150 | $8,415-86.3% | $7,386-84.4% | $13,397-91.4% |