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 | $21,377 | $65,365-67.3% | $92,893-77.0% | $72,985-70.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 9.90% | 42.10%-32.2pp | 109.41%-99.5pp | 81.00%-71.1pp |
| Employer contribution / active EE | $1,836 | $2,594-29.2% | $3,653-49.7% | $2,440-24.7% |
| Participant deferral / active EE | $2,136 | $3,128-31.7% | $4,236-49.6% | $3,607-40.8% |
| Admin fee / account holder | $507 | $4,251-88.1% | $5,794-91.3% | $5,124-90.1% |