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 | $18,568 | $65,561-71.7% | $86,188-78.5% | $75,163-75.3% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 9.47% | 46.05%-36.6pp | 1168.45%-1159.0pp | 160.62%-151.1pp |
| Employer contribution / active EE | $491 | $1,553-68.4% | $2,380-79.4% | $2,670-81.6% |
| Participant deferral / active EE | $2,563 | $3,024-15.2% | $3,985-35.7% | $4,125-37.9% |
| Admin fee / account holder | $1,576 | $5,474-71.2% | $6,852-77.0% | $5,651-72.1% |