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 | $25,986 | $30,400-14.5% | $53,898-51.8% | $84,808-69.4% |
| Participation rate | 92.9% | 46.4%+46.5pp | 55.0%+38.0pp | 68.3%+24.6pp |
| Annual return | 10.38% | 500.19%-489.8pp | 528.60%-518.2pp | 40.90%-30.5pp |
| Employer contribution / active EE | $1,731 | $603+187.2% | $932+85.7% | $2,631-34.2% |
| Participant deferral / active EE | $2,407 | $1,199+100.8% | $1,826+31.8% | $4,212-42.8% |
| Admin fee / account holder | $5,983 | $1,993+200.1% | $2,491+140.2% | $7,344-18.5% |