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 | $16,249 | $60,124-73.0% | $90,404-82.0% | $79,858-79.7% |
| Participation rate | 86.4% | 65.0%+21.4pp | 72.7%+13.7pp | 69.6%+16.7pp |
| Annual return | 1.54% | 71.94%-70.4pp | 1293.02%-1291.5pp | 31.71%-30.2pp |
| Employer contribution / active EE | $441 | $2,068-78.7% | $3,262-86.5% | $2,471-82.1% |
| Participant deferral / active EE | $820 | $2,938-72.1% | $3,963-79.3% | $3,740-78.1% |
| Admin fee / account holder | $1,646 | $3,976-58.6% | $5,611-70.7% | $5,306-69.0% |