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 | $20,991 | $48,795-57.0% | $65,493-68.0% | $84,808-75.2% |
| Participation rate | 75.0% | 67.0%+8.0pp | 73.1%+1.9pp | 68.3%+6.7pp |
| Annual return | 10.60% | 20.20%-9.6pp | 982.45%-971.8pp | 40.90%-30.3pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,979 | $2,928+1.7% | $3,961-24.8% | $4,212-29.3% |
| Admin fee / account holder | $9,248 | $3,877+138.5% | $5,028+83.9% | $7,344+25.9% |