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 | $14,236 | $29,660-52.0% | $56,411-74.8% | $80,856-82.4% |
| Participation rate | 100.0% | 41.6%+58.4pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 9.84% | 35.23%-25.4pp | 1701.33%-1691.5pp | 35.59%-25.8pp |
| Employer contribution / active EE | $749 | $669+11.9% | $1,039-27.9% | $2,755-72.8% |
| Participant deferral / active EE | $1,556 | $1,226+26.9% | $1,952-20.3% | $4,296-63.8% |
| Admin fee / account holder | $5,821 | $2,428+139.8% | $2,829+105.8% | $6,918-15.9% |