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 | $21,611 | $39,019-44.6% | $80,716-73.2% | $85,850-74.8% |
| Participation rate | 72.1% | 41.5%+30.6pp | 54.2%+18.0pp | 69.3%+2.8pp |
| Annual return | 10.81% | 26.27%-15.5pp | 87.28%-76.5pp | 318.53%-307.7pp |
| Employer contribution / active EE | $723 | $722+0.2% | $1,160-37.7% | $2,565-71.8% |
| Participant deferral / active EE | $1,772 | $1,326+33.7% | $2,146-17.4% | $3,952-55.1% |
| Admin fee / account holder | $8,271 | $2,431+240.2% | $3,380+144.7% | $6,260+32.1% |