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 | $55,076 | $65,561-16.0% | $86,188-36.1% | $75,163-26.7% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 9.34% | 46.05%-36.7pp | 1168.45%-1159.1pp | 160.62%-151.3pp |
| Employer contribution / active EE | $1,502 | $1,553-3.3% | $2,380-36.9% | $2,670-43.7% |
| Participant deferral / active EE | $3,717 | $3,024+22.9% | $3,985-6.7% | $4,125-9.9% |
| Admin fee / account holder | $994 | $5,474-81.8% | $6,852-85.5% | $5,651-82.4% |