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 | $21,250 | $63,346-66.5% | $92,233-77.0% | $70,131-69.7% |
| Participation rate | 71.9% | 68.7%+3.2pp | 76.5%-4.6pp | 69.5%+2.3pp |
| Annual return | 10.46% | 530.12%-519.7pp | 176.28%-165.8pp | 73.14%-62.7pp |
| Employer contribution / active EE | $1,211 | $2,471-51.0% | $3,679-67.1% | $2,342-48.3% |
| Participant deferral / active EE | $1,578 | $2,854-44.7% | $3,897-59.5% | $3,332-52.6% |
| Admin fee / account holder | $11,644 | $3,840+203.2% | $5,194+124.2% | $4,645+150.7% |