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 | $11,209 | $96,635-88.4% | $86,612-87.1% | $139,434-92.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 10.62% | 106.41%-95.8pp | 591.07%-580.5pp | 372.94%-362.3pp |
| Employer contribution / active EE | $1,181 | $3,263-63.8% | $3,022-60.9% | $4,751-75.1% |
| Participant deferral / active EE | $1,309 | $4,836-72.9% | $4,438-70.5% | $6,710-80.5% |
| Admin fee / account holder | $2,146 | $6,408-66.5% | $5,614-61.8% | $11,403-81.2% |