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 | $16,622 | $148,534-88.8% | $135,903-87.8% | $139,434-88.1% |
| Participation rate | 72.7% | 83.9%-11.1pp | 81.9%-9.2pp | 80.3%-7.6pp |
| Annual return | 8.46% | 79.19%-70.7pp | 68.23%-59.8pp | 372.94%-364.5pp |
| Employer contribution / active EE | $2,290 | $5,243-56.3% | $4,856-52.8% | $4,751-51.8% |
| Participant deferral / active EE | $6,558 | $8,100-19.0% | $7,758-15.5% | $6,710-2.3% |
| Admin fee / account holder | $116,393 | $12,400+838.7% | $10,762+981.5% | $11,403+920.8% |