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 | $19,450 | $60,124-67.7% | $90,404-78.5% | $79,858-75.6% |
| Participation rate | 81.3% | 65.0%+16.3pp | 72.7%+8.6pp | 69.6%+11.6pp |
| Annual return | 3.91% | 71.94%-68.0pp | 1293.02%-1289.1pp | 31.71%-27.8pp |
| Employer contribution / active EE | $590 | $2,068-71.5% | $3,262-81.9% | $2,471-76.1% |
| Participant deferral / active EE | $2,738 | $2,938-6.8% | $3,963-30.9% | $3,740-26.8% |
| Admin fee / account holder | $4,294 | $3,976+8.0% | $5,611-23.5% | $5,306-19.1% |