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 | $19,023 | $95,416-80.1% | $185,823-89.8% | $85,850-77.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 8.02% | 23.59%-15.6pp | 122.05%-114.0pp | 318.53%-310.5pp |
| Employer contribution / active EE | $2,164 | $3,314-34.7% | $5,167-58.1% | $2,565-15.6% |
| Participant deferral / active EE | $2,222 | $3,423-35.1% | $5,568-60.1% | $3,952-43.8% |
| Admin fee / account holder | $438 | $7,213-93.9% | $16,237-97.3% | $6,260-93.0% |