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 | $29,719 | $83,902-64.6% | $167,512-82.3% | $84,808-65.0% |
| Participation rate | 78.6% | 66.5%+12.1pp | 77.1%+1.5pp | 68.3%+10.3pp |
| Annual return | 10.09% | 91.55%-81.5pp | 1615.79%-1605.7pp | 40.90%-30.8pp |
| Employer contribution / active EE | $681 | $2,264-69.9% | $3,882-82.5% | $2,631-74.1% |
| Participant deferral / active EE | $2,404 | $4,442-45.9% | $6,405-62.5% | $4,212-42.9% |
| Admin fee / account holder | $559 | $7,915-92.9% | $9,769-94.3% | $7,344-92.4% |