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 | $13,320 | $88,751-85.0% | $81,812-83.7% | $145,922-90.9% |
| Participation rate | 91.3% | 75.0%+16.3pp | 72.3%+19.0pp | 80.3%+11.0pp |
| Annual return | 7.11% | 1025.40%-1018.3pp | 773.79%-766.7pp | 561.29%-554.2pp |
| Employer contribution / active EE | $501 | $3,083-83.8% | $2,912-82.8% | $4,660-89.3% |
| Participant deferral / active EE | $2,434 | $4,643-47.6% | $4,319-43.6% | $6,688-63.6% |
| Admin fee / account holder | $7,276 | $8,415-13.5% | $7,386-1.5% | $13,397-45.7% |