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 | $11,037 | $102,966-89.3% | $90,281-87.8% | $152,861-92.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 5.58% | 95.16%-89.6pp | 78.10%-72.5pp | 345.32%-339.7pp |
| Employer contribution / active EE | $500 | $3,139-84.1% | $2,854-82.5% | $4,762-89.5% |
| Participant deferral / active EE | $1,539 | $4,281-64.1% | $3,885-60.4% | $5,850-73.7% |
| Admin fee / account holder | $953 | $6,171-84.6% | $5,351-82.2% | $11,596-91.8% |