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 | $9,027 | $88,710-89.8% | $81,783-89.0% | $145,959-93.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 5.42% | 1027.26%-1021.8pp | 775.05%-769.6pp | 561.95%-556.5pp |
| Employer contribution / active EE | $1,945 | $3,083-36.9% | $2,913-33.2% | $4,661-58.3% |
| Participant deferral / active EE | $3,890 | $4,645-16.3% | $4,320-10.0% | $6,689-41.8% |
| Admin fee / account holder | $927 | $8,407-89.0% | $7,380-87.4% | $13,398-93.1% |