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 | $22,698 | $63,703-64.4% | $93,063-75.6% | $82,448-72.5% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.1%+31.9pp |
| Annual return | 13.00% | -775.43%+788.4pp | 34.15%-21.2pp | 41.64%-28.6pp |
| Employer contribution / active EE | $1,236 | $1,729-28.5% | $2,476-50.1% | $2,551-51.5% |
| Participant deferral / active EE | $2,760 | $2,919-5.5% | $3,958-30.3% | $4,139-33.3% |
| Admin fee / account holder | $509 | $5,982-91.5% | $6,033-91.6% | $7,234-93.0% |