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 | $52,249 | $60,124-13.1% | $90,404-42.2% | $79,858-34.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 4.61% | 71.94%-67.3pp | 1293.02%-1288.4pp | 31.71%-27.1pp |
| Employer contribution / active EE | $391 | $2,068-81.1% | $3,262-88.0% | $2,471-84.2% |
| Participant deferral / active EE | $1,970 | $2,938-33.0% | $3,963-50.3% | $3,740-47.3% |
| Admin fee / account holder | $607 | $3,976-84.7% | $5,611-89.2% | $5,306-88.6% |