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 | $41,069 | $63,346-35.2% | $92,233-55.5% | $70,131-41.4% |
| Participation rate | 79.6% | 68.7%+11.0pp | 76.5%+3.1pp | 69.5%+10.1pp |
| Annual return | 12.16% | 530.12%-518.0pp | 176.28%-164.1pp | 73.14%-61.0pp |
| Employer contribution / active EE | $1,916 | $2,471-22.5% | $3,679-47.9% | $2,342-18.2% |
| Participant deferral / active EE | $2,559 | $2,854-10.3% | $3,897-34.3% | $3,332-23.2% |
| Admin fee / account holder | $1,024 | $3,840-73.3% | $5,194-80.3% | $4,645-78.0% |