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 | $25,985 | $29,660-12.4% | $56,411-53.9% | $80,856-67.9% |
| Participation rate | 97.1% | 41.6%+55.5pp | 52.5%+44.7pp | 67.6%+29.5pp |
| Annual return | 9.58% | 35.23%-25.7pp | 1701.33%-1691.8pp | 35.59%-26.0pp |
| Employer contribution / active EE | $5,286 | $669+689.8% | $1,039+408.9% | $2,755+91.9% |
| Participant deferral / active EE | $871 | $1,226-28.9% | $1,952-55.4% | $4,296-79.7% |
| Admin fee / account holder | $349 | $2,428-85.6% | $2,829-87.7% | $6,918-95.0% |