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 | $10,983 | $76,738-85.7% | $56,411-80.5% | $145,922-92.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 4.20% | 2994.23%-2990.0pp | 1701.33%-1697.1pp | 561.29%-557.1pp |
| Employer contribution / active EE | $717 | $1,380-48.1% | $1,039-31.0% | $4,660-84.6% |
| Participant deferral / active EE | $1,530 | $2,623-41.6% | $1,952-21.6% | $6,688-77.1% |
| Admin fee / account holder | $889 | $3,334-73.3% | $2,829-68.6% | $13,397-93.4% |