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 | $39,121 | $102,317-61.8% | $146,958-73.4% | $80,856-51.6% |
| Participation rate | 70.1% | 75.8%-5.7pp | 82.2%-12.0pp | 67.6%+2.5pp |
| Annual return | 2.48% | 134.76%-132.3pp | 418.34%-415.9pp | 35.59%-33.1pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $9,483 | $6,644+42.7% | $8,070+17.5% | $4,296+120.8% |
| Admin fee / account holder | $1,254 | $7,941-84.2% | $12,998-90.4% | $6,918-81.9% |