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 | $23,720 | $49,922-52.5% | $80,569-70.6% | $75,163-68.4% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 11.12% | 34.69%-23.6pp | 935.43%-924.3pp | 160.62%-149.5pp |
| Employer contribution / active EE | $435 | $1,698-74.4% | $2,723-84.0% | $2,670-83.7% |
| Participant deferral / active EE | $1,402 | $2,990-53.1% | $4,447-68.5% | $4,125-66.0% |
| Admin fee / account holder | $2,153 | $3,577-39.8% | $5,377-60.0% | $5,651-61.9% |