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 | $21,299 | $69,515-69.4% | $86,874-75.5% | $85,850-75.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | 8.03% | 20.12%-12.1pp | 63.52%-55.5pp | 318.53%-310.5pp |
| Employer contribution / active EE | $1,477 | $1,880-21.4% | $2,495-40.8% | $2,565-42.4% |
| Participant deferral / active EE | $1,108 | $2,919-62.0% | $3,699-70.0% | $3,952-72.0% |
| Admin fee / account holder | $2,198 | $5,972-63.2% | $5,828-62.3% | $6,260-64.9% |