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 | $28,004 | $99,020-71.7% | $86,590-67.7% | $147,584-81.0% |
| Participation rate | 76.2% | 76.3%-0.2pp | 73.5%+2.6pp | 82.8%-6.6pp |
| Annual return | 8.65% | 1312.34%-1303.7pp | 964.84%-956.2pp | 578.55%-569.9pp |
| Employer contribution / active EE | $995 | $3,132-68.2% | $2,839-65.0% | $4,876-79.6% |
| Participant deferral / active EE | $2,452 | $3,972-38.3% | $3,609-32.1% | $5,439-54.9% |
| Admin fee / account holder | $1,074 | $5,710-81.2% | $4,906-78.1% | $10,885-90.1% |