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 | $16,627 | $48,795-65.9% | $65,493-74.6% | $84,808-80.4% |
| Participation rate | 83.3% | 67.0%+16.4pp | 73.1%+10.2pp | 68.3%+15.0pp |
| Annual return | 10.96% | 20.20%-9.2pp | 982.45%-971.5pp | 40.90%-29.9pp |
| Employer contribution / active EE | $1,816 | $1,930-5.9% | $2,574-29.5% | $2,631-31.0% |
| Participant deferral / active EE | $1,156 | $2,928-60.5% | $3,961-70.8% | $4,212-72.5% |
| Admin fee / account holder | $6,854 | $3,877+76.8% | $5,028+36.3% | $7,344-6.7% |