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 | $27,389 | $60,124-54.4% | $90,404-69.7% | $79,858-65.7% |
| Participation rate | 78.4% | 65.0%+13.4pp | 72.7%+5.7pp | 69.6%+8.7pp |
| Annual return | 7.66% | 71.94%-64.3pp | 1293.02%-1285.4pp | 31.71%-24.1pp |
| Employer contribution / active EE | $517 | $2,068-75.0% | $3,262-84.2% | $2,471-79.1% |
| Participant deferral / active EE | $1,840 | $2,938-37.4% | $3,963-53.6% | $3,740-50.8% |
| Admin fee / account holder | $844 | $3,976-78.8% | $5,611-85.0% | $5,306-84.1% |