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 | $42,400 | $49,922-15.1% | $80,569-47.4% | $75,163-43.6% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 12.30% | 34.69%-22.4pp | 935.43%-923.1pp | 160.62%-148.3pp |
| Employer contribution / active EE | $1,596 | $1,698-6.0% | $2,723-41.4% | $2,670-40.2% |
| Participant deferral / active EE | $2,975 | $2,990-0.5% | $4,447-33.1% | $4,125-27.9% |
| Admin fee / account holder | $20,507 | $3,577+473.3% | $5,377+281.4% | $5,651+262.9% |