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 | $47,479-55.8% | $62,929-66.6% | $82,448-74.5% |
| Participation rate | 75.0% | 66.9%+8.1pp | 73.1%+1.9pp | 68.1%+6.9pp |
| Annual return | 10.60% | 20.34%-9.7pp | 1063.93%-1053.3pp | 41.64%-31.0pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,979 | $2,870+3.8% | $3,888-23.4% | $4,139-28.0% |
| Admin fee / account holder | $9,248 | $3,804+143.1% | $5,065+82.6% | $7,234+27.8% |