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 | $14,071 | $60,124-76.6% | $90,404-84.4% | $79,858-82.4% |
| Participation rate | 88.6% | 65.0%+23.6pp | 72.7%+15.9pp | 69.6%+18.9pp |
| Annual return | 8.22% | 71.94%-63.7pp | 1293.02%-1284.8pp | 31.71%-23.5pp |
| Employer contribution / active EE | $2,912 | $2,068+40.8% | $3,262-10.7% | $2,471+17.8% |
| Participant deferral / active EE | $1,328 | $2,938-54.8% | $3,963-66.5% | $3,740-64.5% |
| Admin fee / account holder | $414 | $3,976-89.6% | $5,611-92.6% | $5,306-92.2% |