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 | $18,673 | $95,416-80.4% | $185,823-90.0% | $85,850-78.2% |
| Participation rate | 73.0% | 68.8%+4.2pp | 81.7%-8.7pp | 69.3%+3.7pp |
| Annual return | 7.68% | 23.59%-15.9pp | 122.05%-114.4pp | 318.53%-310.9pp |
| Employer contribution / active EE | $2,220 | $3,314-33.0% | $5,167-57.0% | $2,565-13.4% |
| Participant deferral / active EE | $4,640 | $3,423+35.6% | $5,568-16.7% | $3,952+17.4% |
| Admin fee / account holder | $18,159 | $7,213+151.8% | $16,237+11.8% | $6,260+190.1% |