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 | $31,217 | $202,318-84.6% | $172,739-81.9% | $152,861-79.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 2.01% | 1029.65%-1027.6pp | 802.84%-800.8pp | 345.32%-343.3pp |
| Employer contribution / active EE | $1,351 | $5,856-76.9% | $5,143-73.7% | $4,762-71.6% |
| Participant deferral / active EE | $3,158 | $5,948-46.9% | $5,198-39.2% | $5,850-46.0% |
| Admin fee / account holder | $318 | $17,109-98.1% | $13,954-97.7% | $11,596-97.3% |