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 | $22,004 | $48,795-54.9% | $65,493-66.4% | $84,808-74.1% |
| Participation rate | 70.7% | 67.0%+3.8pp | 73.1%-2.4pp | 68.3%+2.4pp |
| Annual return | 11.52% | 20.20%-8.7pp | 982.45%-970.9pp | 40.90%-29.4pp |
| Employer contribution / active EE | $2,475 | $1,930+28.3% | $2,574-3.8% | $2,631-5.9% |
| Participant deferral / active EE | $1,647 | $2,928-43.8% | $3,961-58.4% | $4,212-60.9% |
| Admin fee / account holder | $1,176 | $3,877-69.7% | $5,028-76.6% | $7,344-84.0% |