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 | $31,035 | $126,574-75.5% | $106,213-70.8% | $145,922-78.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 6.11% | 224.79%-218.7pp | 116.14%-110.0pp | 561.29%-555.2pp |
| Employer contribution / active EE | $858 | $3,730-77.0% | $3,171-72.9% | $4,660-81.6% |
| Participant deferral / active EE | $2,024 | $5,724-64.6% | $5,016-59.7% | $6,688-69.7% |
| Admin fee / account holder | $3,997 | $17,304-76.9% | $11,033-63.8% | $13,397-70.2% |