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 | $37,846 | $86,286-56.1% | $111,297-66.0% | $85,850-55.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 8.06% | 19.99%-11.9pp | 54.65%-46.6pp | 318.53%-310.5pp |
| Employer contribution / active EE | $1,660 | $2,043-18.8% | $2,731-39.2% | $2,565-35.3% |
| Participant deferral / active EE | $2,963 | $3,641-18.6% | $4,487-34.0% | $3,952-25.0% |
| Admin fee / account holder | $18,690 | $8,188+128.3% | $7,964+134.7% | $6,260+198.6% |