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 | $19,339 | $70,756-72.7% | $65,493-70.5% | $142,382-86.4% |
| Participation rate | 70.8% | 77.4%-6.5pp | 73.1%-2.3pp | 80.1%-9.3pp |
| Annual return | 10.98% | 1754.89%-1743.9pp | 982.45%-971.5pp | 217.08%-206.1pp |
| Employer contribution / active EE | $1,089 | $2,881-62.2% | $2,574-57.7% | $4,299-74.7% |
| Participant deferral / active EE | $1,361 | $4,637-70.7% | $3,961-65.7% | $6,507-79.1% |
| Admin fee / account holder | $1,910 | $6,559-70.9% | $5,028-62.0% | $12,624-84.9% |