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 | $14,769 | $65,409-77.4% | $98,442-85.0% | $85,850-82.8% |
| Participation rate | 90.9% | 65.0%+25.9pp | 73.3%+17.6pp | 69.3%+21.6pp |
| Annual return | 9.99% | 21.76%-11.8pp | 1492.73%-1482.7pp | 318.53%-308.5pp |
| Employer contribution / active EE | $3,263 | $2,168+50.5% | $2,960+10.2% | $2,565+27.2% |
| Participant deferral / active EE | $1,174 | $3,166-62.9% | $4,276-72.6% | $3,952-70.3% |
| Admin fee / account holder | $1,126 | $4,593-75.5% | $5,949-81.1% | $6,260-82.0% |