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 | $21,037 | $96,305-78.2% | $80,569-73.9% | $139,434-84.9% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 3.61% | 1350.08%-1346.5pp | 935.43%-931.8pp | 372.94%-369.3pp |
| Employer contribution / active EE | $1,552 | $3,262-52.4% | $2,723-43.0% | $4,751-67.3% |
| Participant deferral / active EE | $1,941 | $5,232-62.9% | $4,447-56.4% | $6,710-71.1% |
| Admin fee / account holder | $631 | $6,599-90.4% | $5,377-88.3% | $11,403-94.5% |