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 | $13,919 | $60,124-76.8% | $90,404-84.6% | $79,858-82.6% |
| Participation rate | 93.9% | 65.0%+29.0pp | 72.7%+21.3pp | 69.6%+24.3pp |
| Annual return | 1.39% | 71.94%-70.6pp | 1293.02%-1291.6pp | 31.71%-30.3pp |
| Employer contribution / active EE | $1,486 | $2,068-28.2% | $3,262-54.5% | $2,471-39.9% |
| Participant deferral / active EE | $2,660 | $2,938-9.5% | $3,963-32.9% | $3,740-28.9% |
| Admin fee / account holder | $1,313 | $3,976-67.0% | $5,611-76.6% | $5,306-75.3% |