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 | $50,296 | $77,899-35.4% | $149,673-66.4% | $75,163-33.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 7.28% | 31.72%-24.4pp | 134.42%-127.1pp | 160.62%-153.3pp |
| Employer contribution / active EE | $1,375 | $3,137-56.2% | $4,818-71.5% | $2,670-48.5% |
| Participant deferral / active EE | $1,928 | $3,411-43.5% | $5,680-66.1% | $4,125-53.3% |
| Admin fee / account holder | $26,132 | $5,956+338.7% | $13,210+97.8% | $5,651+362.4% |