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 | $8,076 | $64,839-87.5% | $95,585-91.6% | $84,808-90.5% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 8.29% | -670.96%+679.3pp | 38.56%-30.3pp | 40.90%-32.6pp |
| Employer contribution / active EE | $461 | $1,759-73.8% | $2,527-81.8% | $2,631-82.5% |
| Participant deferral / active EE | $1,005 | $2,965-66.1% | $4,023-75.0% | $4,212-76.1% |
| Admin fee / account holder | $875 | $5,964-85.3% | $6,127-85.7% | $7,344-88.1% |