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 | $27,123 | $57,281-52.6% | $86,612-68.7% | $75,163-63.9% |
| Participation rate | 81.5% | 63.2%+18.3pp | 71.7%+9.8pp | 67.2%+14.3pp |
| Annual return | 11.15% | 2670.75%-2659.6pp | 591.07%-579.9pp | 160.62%-149.5pp |
| Employer contribution / active EE | $771 | $2,314-66.7% | $3,022-74.5% | $2,670-71.1% |
| Participant deferral / active EE | $1,476 | $3,318-55.5% | $4,438-66.7% | $4,125-64.2% |
| Admin fee / account holder | $3,090 | $4,112-24.8% | $5,614-45.0% | $5,651-45.3% |