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 | $23,772 | $68,547-65.3% | $120,354-80.2% | $80,856-70.6% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 6.02% | 23.60%-17.6pp | 107.15%-101.1pp | 35.59%-29.6pp |
| Employer contribution / active EE | $1,824 | $2,051-11.1% | $3,463-47.3% | $2,755-33.8% |
| Participant deferral / active EE | $2,598 | $3,173-18.1% | $4,991-48.0% | $4,296-39.5% |
| Admin fee / account holder | $61,707 | $5,732+976.6% | $9,423+554.9% | $6,918+792.0% |