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 | $17,089 | $49,922-65.8% | $80,569-78.8% | $75,163-77.3% |
| Participation rate | 82.4% | 55.3%+27.0pp | 67.0%+15.4pp | 67.2%+15.2pp |
| Annual return | 13.82% | 34.69%-20.9pp | 935.43%-921.6pp | 160.62%-146.8pp |
| Employer contribution / active EE | $503 | $1,698-70.4% | $2,723-81.5% | $2,670-81.1% |
| Participant deferral / active EE | $1,311 | $2,990-56.2% | $4,447-70.5% | $4,125-68.2% |
| Admin fee / account holder | $15,393 | $3,577+330.3% | $5,377+186.3% | $5,651+172.4% |