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 | $24,922 | $95,561-73.9% | $77,163-67.7% | $139,434-82.1% |
| Participation rate | 77.8% | 73.9%+3.8pp | 69.6%+8.2pp | 80.3%-2.5pp |
| Annual return | 8.82% | 54.92%-46.1pp | 37.87%-29.1pp | 372.94%-364.1pp |
| Employer contribution / active EE | $1,537 | $3,147-51.2% | $2,535-39.4% | $4,751-67.6% |
| Participant deferral / active EE | $5,425 | $4,624+17.3% | $3,833+41.5% | $6,710-19.2% |
| Admin fee / account holder | $3,919 | $8,295-52.8% | $5,472-28.4% | $11,403-65.6% |