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 | $24,394 | $90,348-73.0% | $75,972-67.9% | $145,922-83.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 7.08% | 620.88%-613.8pp | 359.55%-352.5pp | 561.29%-554.2pp |
| Employer contribution / active EE | $855 | $3,311-74.2% | $2,685-68.1% | $4,660-81.6% |
| Participant deferral / active EE | $1,940 | $5,162-62.4% | $4,255-54.4% | $6,688-71.0% |
| Admin fee / account holder | $1,279 | $8,467-84.9% | $6,467-80.2% | $13,397-90.5% |