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 | $17,169 | $105,126-83.7% | $94,646-81.9% | $139,434-87.7% |
| Participation rate | 88.9% | 82.4%+6.5pp | 80.8%+8.1pp | 80.3%+8.6pp |
| Annual return | 7.41% | 38.03%-30.6pp | 156.71%-149.3pp | 372.94%-365.5pp |
| Employer contribution / active EE | $2,692 | $4,106-34.4% | $3,672-26.7% | $4,751-43.3% |
| Participant deferral / active EE | $8,939 | $7,599+17.6% | $7,418+20.5% | $6,710+33.2% |
| Admin fee / account holder | $40,449 | $8,984+350.2% | $7,231+459.4% | $11,403+254.7% |