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 | $26,850 | $104,486-74.3% | $76,817-65.0% | $152,861-82.4% |
| Participation rate | 71.4% | 76.6%-5.2pp | 72.1%-0.7pp | 82.4%-11.0pp |
| Annual return | 1.80% | 1013.37%-1011.6pp | 1166.11%-1164.3pp | 345.32%-343.5pp |
| Employer contribution / active EE | $728 | $3,116-76.6% | $2,302-68.4% | $4,762-84.7% |
| Participant deferral / active EE | $1,174 | $4,236-72.3% | $3,336-64.8% | $5,850-79.9% |
| Admin fee / account holder | $1,098 | $12,275-91.1% | $6,420-82.9% | $11,596-90.5% |