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 | $22,578 | $53,127-57.5% | $86,590-73.9% | $70,131-67.8% |
| Participation rate | 71.9% | 65.3%+6.6pp | 73.5%-1.7pp | 69.5%+2.3pp |
| Annual return | 10.68% | 27.66%-17.0pp | 964.84%-954.2pp | 73.14%-62.5pp |
| Employer contribution / active EE | $467 | $2,068-77.4% | $2,839-83.5% | $2,342-80.0% |
| Participant deferral / active EE | $1,515 | $2,696-43.8% | $3,609-58.0% | $3,332-54.5% |
| Admin fee / account holder | $2,394 | $3,585-33.2% | $4,906-51.2% | $4,645-48.5% |