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 | $46,135 | $65,561-29.6% | $86,188-46.5% | $75,163-38.6% |
| Participation rate | 80.9% | 60.5%+20.4pp | 69.0%+11.9pp | 67.2%+13.7pp |
| Annual return | 11.08% | 46.05%-35.0pp | 1168.45%-1157.4pp | 160.62%-149.5pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,496 | $3,024-50.5% | $3,985-62.5% | $4,125-63.7% |
| Admin fee / account holder | $7,791 | $5,474+42.3% | $6,852+13.7% | $5,651+37.9% |